Last week, I discussed how to structure the first client meeting and how it can be tailored to suite your target market. You might realise I have spent a lot of time on the first meeting. It is the ...

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 ...

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 ...

How do you shepherd a client from initial contact to signed contract? We asked seven designers about the journey to the dotted line—including the age-old debate of whether to charge for the first ...

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 ...

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 ...