Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...

When you’ve booked a meeting with a prospect that could mark your next big client, it’s important to get it right. You want to open strong, captivate throughout, and leave them wanting more. But ...

Master sales meetings by reading body language. Establish baseline behaviors, mirror subtly to build trust, and ask calibrated questions to uncover hidden concerns. Watch for clusters of nonverbal ...

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 ...

The focus of client meetings has shifted from discussing individual investments to financial planning, and advisors are employing digital tools. It’s the middle of the year, when by tradition client ...