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 ...

Well, the time has come to share the mystical secrets of success with clients with this seventh instalment of The Drum's guide to modern client entertainment. This week, we explore what it takes to ...

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 ...

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 ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

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 ...