Unlike standalone AI assistants, Nucleus operates inside Nitrogen's structured data environment. Advisors remain in control, approving actions before they're executed. The system is backed by SOC 2 ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Why the most important test of an advisor’s tech stack is whether they’re willing to swivel the screen and bring clients into the conversation.

At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

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 ...

A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

Learn how financial advisors can guide clients on buying vs. renting using pre-meeting questionnaires, portfolio modeling, ...

COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. And maybe there are times we don’t need them. Our session ...

In-person client meetings are in full swing now that the country has emerged from Covid-19 restrictions. Though Zoom was a poor alternative to live meetings, it has become a superior alternative to ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

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 ...

For this installment of Advisors' Advice, ThinkAdvisor asked advisors to tell us what their client meeting rooms look like, and why they set the rooms up the way they did. Several of them said their ...