The pandemic has forced every industry, including financial advisors, to shift to remote work and virtual meetings. Many have adapted well, while many others continue to struggle to deliver the same level of service virtually as they would in the office. Although the means of delivery has changed, it is still possible to provide the […]
As an advisor with a growing practice, you are always looking for smarter and more affordable ways to execute key functions of your business. One area where many advisors look to streamline and improve is in their client meeting prep. Client meetings are an essential piece of the advisor’s business, but not every advisor has […]
Client meetings are the lifeblood of a financial advisor practice. Yet many advisors don’t have the systems and processes in place to ensure a successful client meeting and quality experience for the client. There are many benefits to developing a strong client meeting process for both the client and the advisor.
Benefits of a Better […]
