The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients. By leveraging these ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

Prospecting is tougher than ever as competition, regulations, and digital trends reshape the advisory landscape. Advisors who modernize their prospecting approach can attract high-value clients and ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

Build a network of professionals that serve the same types of clients — it can be a far more effective way to build your ...