Follow these steps during your first meeting with an advisor, and you'll set the relationship up for success while moving closer to realizing your financial goals. 10 Best Financial Certifications ...

Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, uses a meeting guide in preparation for and during meetings with clients. It allows ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Fireflies.ai helps financial advisors auto-capture and structure meeting notes, making it easier to stay aligned with frameworks like Reg BI—transforming compliance from an administrative burden ...

It’s the middle of the year, when by tradition client review meetings take place. These meetings, once predominantly about investments, have tilted more toward financial planning over the years.

At the bare minimum you should expect to speak with a financial advisor once a year. Experts recommend meeting at least annually to review your financial strategies as your living circumstances ...

You don't want the meeting to feel like an interview. Rather, guide the conversation toward financial topics that will answer your questions. Then, sit back and let your client do most of the talking.

Time is money. If you’re paying your advisor by the hour, keep in mind that all of your conversations and meetings are costing you money.The big picture of your financial plan probably won’t ...

New offering features finance-specific post-meeting summary templates, Wealthbox and Redtail CRM integrations, and specialized AI apps designed for financial conversations SAN FRANCISCO, May 15 ...