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 ...

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 ...

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 ...

What many users do not fully appreciate is that these tools introduce a third party into conversations historically governed ...

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

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 ...

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 ...

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 ...

With AI spreading through the industry so fast, it's been natural to occasionally take a step back and wonder whether it's all really necessary, and whether AI will really become a permanent feature ...

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 ...