By conducting your meetings online instead of on the phone, you’re making yourself more accessible for clients. That’s in their best interest.

There is a recipe for advisory success, but it looks more like one for chili than for a cake. In other words, advising is more cooking than baking.

The culprit is a small, unassuming word that kills your credibility and makes your selling sound cheesy…

If your client meetings look, sound, or feel a little similar to a sales call, you’re de-credentialing yourself and creating unnecessary barriers to developing trust.

Online meetings will evolve in 2021 as client needs drive changes to both platforms and business norms.

Top advisors I’ve worked with employ three strategies to create a better listening opportunity with Zoom meetings.