Fact checked by Vikki Velasquez Key Takeaways Initial client conversations rarely feel natural as both sides try to get ...

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 ...

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 ...

What is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...

I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, and perhaps the two parties spoke on the phone or exchanged emails and text messages ...

Agents often prepare a pitch, but top performers prepare to listen. The article explains how early curiosity, expectation setting, and energy matching can build trust quickly. AI Summary Most agents ...