Be sure to have processes in place to account for potential inaccuracies. Customer/Client Meeting Considerations If you also work with clients virtually, you may want to consider whether you ...

Are your meetings about the person you’re with, or about the products in their portfolios? Increasingly, digital tools and pre-packaged investment portfolios can provide good returns. Clients come to ...

According to reports from TMZ, Jay-Z’s legal team has filed documents seeking sanctions against Buzbee for rushing into the case without properly meeting the client first. Buzbee, in his defense ...

The last time they met, the advisor even picked him up at the airport and drove him to lunch for their meeting. I told the client that this sounded like hands-on, old-school service, and I could ...

You share your best LinkedIn content but your ideal clients never see it. Hours writing LinkedIn posts only for them to disappear with a handful of likes. Zero opportunities, zero enquiries ...

In a world flooded with information, financial advisors face an uphill battle to rise above the noise and connect with ideal clients ... before your first meeting—positioning yourself as ...

Hedge-fund investors often gripe about high fees. A new report puts the problem in sharp relief. Just over half of the industry’s total gross performance was eaten away by fees over the past two ...

Alternatively, the device can be wall-mounted or placed on a cadenza in a meeting room. The Rally Board 65 has a suite of AI-powered features including sensors for registering room occupancy as ...

Feb 6 (Reuters) - Meta (META.O), opens new tab Chief Executive Mark Zuckerberg was at the White House on Thursday for meetings, according to a White House official. Sign up here. The Trump ...

The meeting comes shortly after Trump posted on X that Gates requested to join him at his Florida resort, Mar-a-Lago. The billionaire and former president have met several times in the past ...

He has also worked for The London Evening Standard, Fox News and Bauer Media. The meeting, the first between the two leaders since Trump's return to office, comes as Netanyahu faces mounting ...

2. Block 15 minutes at the end of each prospect or client meeting to "brainstorm" on the subject of referrals, and communicate this ahead of time with a meeting agenda Here is another task that ...