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 ...

Blair, an organizational psychologist and president of Los Angeles-based management consulting firm Change Strategists, Inc., regards regular in-person meetings with clients as crucial.

Why the daily huddle works. The modern workplace is full of distractions. Competing priorities, endless meetings, and the ...

When agencies align their internal brand values with those of their clients, they unlock the potential for deeper ...

Send periodic communications between client meetings. Offer webinars to drive engagement. Invite clients to ask questions ...

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 ...

But what if you could build trust with your prospects before your first meeting—positioning yourself ... that fosters deep connections and lasting client relationships. Discover how consumer ...

Although Buzbee insists the case was appropriately vetted, Jay's lawyers are hammering him for never actually meeting the Jane ... with a ton of different clients right now, so it's not totally ...