Strategic meetings are regularly scheduled agenda-driven meetings. The number of strategic meetings clients have with you is often based on their service-level agreement (annual, semi-annual or ...

(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.

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 ...

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 ...

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 Instead, these meetings have been replaced by 24/7 access to portfolio ...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 ...

Search Engine Land » PPC » 4 tips for better PPC client meetings Chat with SearchBot Please note that your conversations will be recorded. Over the past decade, I’ve sat through roughly 1,175 ...

(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 ...