When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

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 ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Virtual meetings have become a way of life over the past several years. Even if you’ve attended countless virtual meetings, you may want to tighten up the framework of your meetings so they run ...