Top agents prioritize listening over pitching, ask better questions, clarify the process, and adjust to client cues in minutes.

Canopy, the leading all-in-one practice management platform for accounting firms, today announced the launch of Canopy ...

Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there.

At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

Advisors spend a lot of time in client meetings, and for good reason: Meetings are where the vast majority of an advisor's ...

Effective meetings are not incidental to law practice, they are integral to it. Structured meetings produce clear decisions, ...

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 ...

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure to show up prepared, deliver deeply personalized ...

The first generation of advisor-specific AI notetakers was relatively narrow in focus. They transcribed advisors' meetings ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...

With calendars packed fuller than ever, cutting through the noise to deliver a clear, purposeful message is essential to ensure your meeting with SEO clients stands out. But first, ask yourself: does ...

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 ...