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 ...

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face ...

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 ...

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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 ...

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 focus of client meetings has shifted from discussing individual investments to financial planning, and advisors are employing digital tools. It’s the middle of the year, when by tradition client ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

At the end of last year, several Troutman Pepper attorneys asked my Client Care team to report on trends we saw in the last 12 months and our advice for 2022. It was the perfect opportunity for me to ...