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

So you've met someone who seems amazing, just the kind of person you'd want to become your client. Now comes the tricky part: How do you get them to commit to a relationship with you? As in other ...

If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and ...

Powder CEO Kanishk Parashar gives an overview of the Powder AI. Parashar, who co-founded portfolio projection software firm Real Capital Innovation (RCI) alongside Soo-Yung Cho in 2017, said that ...

In January 2021, Aite Novarica, a research and consulting firm focused on financial services, said changes to client prospecting would be among the top wealth management trends in the future. Their ...

In today’s world, people go to social media to find almost anything. Luckily for financial professionals, social media has become a powerful and efficient tool for client prospecting, and it creates ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...