These devices can help you stay attentive to whoever you're interviewing, without needing a clunky laptop or experiencing ...

Jump reports financial advisors are experiencing enhanced client interactions and improved focus during meetings as AI handles note-taking and documentation.

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 ...

A Gen Z employee's use of AI for meeting notes surprised her millennial manager. The manager explained that clients value ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

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 ...

Agents often prepare a pitch, but top performers prepare to listen. The article explains how early curiosity, expectation setting, and energy matching can build trust quickly. AI Summary Most agents ...