Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. And maybe there are times we don’t need them. Our session ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

In-person client meetings are in full swing now that the country has emerged from Covid-19 restrictions. Though Zoom was a poor alternative to live meetings, it has become a superior alternative to ...

Well, the time has come to share the mystical secrets of success with clients with this seventh instalment of The Drum's guide to modern client entertainment. This week, we explore what it takes to ...

A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

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 ...