Whether you're conferring with clients in person or by phone, those meetings present multiple opportunities. A simple meeting can: • Strengthen your relationship with the clients. • Reassure the ...

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 ...

Even designers who are adept at delivering client presentations have had to modify their strategies for the new sheltering-in-place reality. Now, digital methods reign supreme. However, selling a ...

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 ...

Many lessons that we teach about how to construct and deliver an effective, memorable presentation are obsolete in the virtual meeting age; however, many of the techniques and tools that we’ve shared ...

Over the past four months so much of our world has changed, yet so much remains the same. The markets continue to be unpredictable, and are likely to continue to be so until we have a vaccine ...

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 ...

We've all attended meetings, whether in person or online, where participants weren't engaged. They didn't know why they were there, they didn't understand the agenda, and their input hadn't been ...

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 ...