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 last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

Opinions expressed by Entrepreneur contributors are their own. It’s that time again: the weekly meeting with one of your clients. If you’re tired of watching the clock and thinking about the work you ...

Advisors are most successful when they do one thing above all else: work in close partnership with clients over time. Processing Content To ensure you are consistently giving this close attention, you ...

So, you need to cancel on a client–maybe because your workload’s just too heavy to handle another meeting, or because something else came up. Or maybe you’ve met with them several times before, and ...

Taped to Joseph Birkofer’s office door is a piece of paper with a list of hints that says: “Things to do to effectively communicate with Joe.” Processing Content That list is a light-hearted reminder ...

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 ...

Advertising agencies advise their clients on advertising strategy and develop campaigns to meet marketing objectives. The most common reasons for client meetings are to discuss requirements for ...

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 ...