Peer performance groups can be effective in helping you connect with other advisors, share ideas and put new initiatives into practice
Build your reputation with clients and prospects by taking a well-mannered approach to business meetings
Here’s how you can impress new clients and make them feel at ease during the first client meeting
Preparing properly for a discovery interview can go a long way toward winning over prospects and referrals
The key is to connect with your audience, not recite
Ensure your that audience is engaged and understands the ideas you are putting forward
An organized process deepens client relationships
Set the tone for a better day for you and a more enjoyable meeting for your clients and prospects
Make clients feel comfortable from cocktails to coffee