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Here are seven ways to get ready for a successful first meeting with a new client: Take concrete steps to get prepared before the more detailed client meeting. Review the topics in advance that ...

The look I was given and the dramatic pause signaled “I can’t believe you actually said that!” Why: Clients often think fees are high, especially when they hear about commission free trading elsewhere ...

Your review of the questions above will help the project manager run an effective meeting that will result in project budget and authorization to get your project started. Continue with Design Phase ...

As phased retirement and "unretirement" become normal, working past the traditional retirement age of 65 helps with finances ...

Many firms try to develop innovative services based on their and their staff's abilities, the available technology and what they think their clients would need. They then expend efforts to "sell" ...

If you want people to leave a meeting feeling glad they attended, pay more attention to the ending, says this expert. Ever ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Anthony Battle is a CERTIFIED FINANCIAL ...

Opinions expressed by Forbes Contributors are their own. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when they ...

You don't have to have it all together before the first meeting. "I think a lot of clients show up feeling guilty that they don't have their whole financials together, that everything isn't ...

This is why patient centered care is important to me. Understanding goals of clients, meeting them where they are, and providing a safe space for them to express their feelings and emotions ...