Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Taped to Joseph Birkofer’s office door is a piece of paper with a list of hints that says: “Things to do to effectively communicate with Joe.” Processing Content That list is a light-hearted reminder ...

In order to handle this meeting successfully and make a positive impact, you need to take some steps before and after the meeting. Below you can find some hints for your first client meeting. Prepare: ...

Opinions expressed by Entrepreneur contributors are their own. It’s that time again: the weekly meeting with one of your clients. If you’re tired of watching the clock and thinking about the work you ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

We've all attended meetings, whether in person or online, where participants weren't engaged. They didn't know why they were there, they didn't understand the agenda, and their input hadn't been ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...