Canopy, the leading all-in-one practice management platform for accounting firms, today announced the launch of Canopy ...

Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there.

Effective meetings are not incidental to law practice, they are integral to it. Structured meetings produce clear decisions, ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

Advisors spend a lot of time in client meetings, and for good reason: Meetings are where the vast majority of an advisor's ...

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure to show up prepared, deliver deeply personalized ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...

Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

With calendars packed fuller than ever, cutting through the noise to deliver a clear, purposeful message is essential to ensure your meeting with SEO clients stands out. But first, ask yourself: does ...