The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.

Using stories to simplify industry jargon and explain market conditions may help make your client meetings more engaging and more memorable.

Are you establishing the right relationships and Center of Influence (COI) partnerships as a way to help deliver a higher standard of service to your clients? These tactics may help.