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Boost the impact of your client meetings by 30% in five minutes

Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)

Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They will be more willing to attend your next meeting

Advice needed on retirement income strategies, report finds

Go beyond the standard questions and try to learn your client’s attitude toward money

Tailor your pitch to the specific needs of the client and review your presentation beforehand

Avoid these common first-meeting mistakes

In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals

How to structure team meetings that yield results

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.

Getting together over coffee or lunch shows that you think highly of your client

You can video conference and share slides with several parties from your laptop, your tablet or even your smartphone, thanks to virtual meeting technology. Here are some features to consider

Internal staff meetings have a bad reputation for wasting time and failing to get things done. Here are some tips on how you can turn your firm's meetings into effective planning tools

Recapping your meetings helps build trust, align expectations

  • By: Leah Golob
  • April 8, 2015 December 24, 2018
  • 10:25