Sakshi Udavant covers small business finance, entrepreneurship, and startup topics for Investopedia. For over a decade, she has been a freelance journalist and marketing writer specializing in ...

Jump reports that AI is raising client expectations for financial advisors, as clients seek efficiency and personalized service.

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 ...

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 ...

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“ Asset-Map ”), ...

Lead better PPC client meetings by connecting actions to KPIs, clarifying your message and aligning strategies with broader marketing goals. Over the past decade, I’ve sat through roughly 1,175 PPC ...

If you’re a financial advisor who spends hours turning rough meeting notes into something structured and usable, consider using AI to streamline the process. This way, you can focus on important, ...