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 ...

In my eyes, one of the greatest benefits of AI is that it automates the tedious chore of jotting down meeting notes. Before AI note-takers, instead of focusing on what was being discussed, I often ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

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 ...

An attendee wears Meta Ray-Ban AI glasses during the Meta Connect event in Menlo Park, California on Thursday, Sept. 18, 2025. With the advent of wearable artificial intelligence devices like the ...

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 ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

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 ...

SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

As the pandemic recedes, the customer relationship has changed for nearly every business, from grocery stores to financial advisers. Barbara sits at the new drive-thru to pick up groceries. Asked if ...