Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there. Strategy evolves there. Expectations are reset there. Yet in many ...

Turn notes into a podcast with NotebookLM's Audio Overview ...

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 ...

Compare the best AI meeting assistants for notes, transcripts, summaries, scheduling, CRM sync, and privacy in this 2026 cheat sheet.

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...

Have you ever left a meeting with a notebook full of scribbled ideas, only to feel overwhelmed by the task of turning those notes into actionable steps? It’s a common struggle, but one that’s quickly ...

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 ...

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 ...