Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

What are the magic ingredients for a successful meeting? A meeting in which participants build relationships, exchange ideas, unearth insights, make decisions, and get the information they need to ...

Meetings will make or break your local. If they’re well-planned and give people a sense of their own power, you’ll do well. If they ramble and wander and never seem to get anywhere, you won’t have a ...

Most meetings in organizational life follow a script. Everyone plays their part and says their lines. Someone–the department head, VP, or dean–calls a meeting. His immediate direct report feels that ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Earlier this year, when I was learning how to facilitate a specific type of workshop, a colleague revealed the secret to making it great: understanding the outcome and keeping it in mind throughout ...