I didn’t invent meeting agendas out of thin air. I learned the hard way why they’re so important. Early in my career I spent too much time talking during client meetings and not enough time listening.

(Dow Jones) A growing number of advisors are rethinking the need for quarterly client meetings for reasons beyond the challenges of working with clients scarred by the recent financial crisis.

When we practice mindful communication, our clients sense the difference. They share more openly about their challenges and aspirations. Recently, during what started as a routine quarterly review, a ...

Over the course of a year, there are many points of contact between financial advisors and their clients. However, for all the statements, newsletters and phone calls, nothing is more important than ...

How Often Do Most Clients Meet With Their Financial Advisors? We asked 399 current advisor clients how often they met with their financial advisors and how long their meetings usually take. We ...

The quarterly client portfolio review is a tradition in the wealth advisory business that our firm has generally eliminated. Instead, these meetings have been replaced by 24/7 access to portfolio ...

The agenda includes suggestions for improvements for next year, a list of value items I am providing, and any outstanding items I am working on. I also invite my clients to send me any items they want ...

An account executive or account director leads the meeting for the agency, reporting to advertising or marketing executives on the client side. The agenda for a campaign proposal meeting is a good ...

Once you know what you need to accomplish in a meeting, you'll have pointers to who needs to be there to help you accomplish it. According to Bloomberg BusinessWeek, a strong agenda helps meeting ...

(Dow Jones) A big chunk of a financial advisor's life is spent in quarterly client meetings, those periodic sessions that are often equal parts portfolio review and tea and sympathy--at least when ...