Hybrid work has made meeting equity a hot topic lately and I am happy to see it gaining attention. Meeting equity has been on my radar for a long time – as a meeting participant, as a manager, as a ...

Learn how to plan and execute an efficient, effective and productive meeting using this meeting checklist. It breaks down the steps into preparation, execution and follow-up tasks to help you get your ...

Like any meeting, a virtual meeting should be well planned and engaging for all those who attend. Unfortunately, most who take part in frequent virtual meetings don’t often find that is the case. Like ...

No one likes wasting time in meetings, but it happens. To spend your time more efficiently, it helps to have a plan in place. Use this checklist to make sure your next meeting is more productive. The ...

Each week, FP Weekly members receive a practical and cutting-edge checklist of issues to consider, action steps to take, and goals to accomplish to ensure you remain on the top of your game when it ...

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 ...

Prior to any important meetings and one-on-one discussions, particularly when there is a possibility for the conversation to be highly emotional or contentious, it is critical to carefully prepare.

Virtual meetings have become a way of life over the past several years. Even if you’ve attended countless virtual meetings, you may want to tighten up the framework of your meetings so they run ...

I learned the value of checklists as an enthusiastic but inexperienced amateur pilot. If you don't follow a logical sequence you can easily overlook small but essential details like, say, taking-off ...