Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there.

Canopy, the leading all-in-one practice management platform for accounting firms, today announced the launch of Canopy ...

Top agents prioritize listening over pitching, ask better questions, clarify the process, and adjust to client cues in minutes.

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today added a new video analysis ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

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 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 ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...