Jason Bahnak is the Co-Founder and Chief Marketing Officer at Abstrakt, where he leads omnichannel growth and sales enablement strategies. Economic uncertainty isn’t a matter of “if,” it’s a matter of ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

CEO & Founder of Nida Leard Consulting & Coaching. I help exceptional experts innovate their Genius-Based Business into a Legendary Outlier. I have had several businesses during the past 20 years. My ...

One of the biggest challenges for financial advisors is growing your client base. Rebecca Lake, CEPF recently penned an article for SmartAsset providing strategies on how to get more clients.

We’re often overloaded with clients, which makes it difficult to cultivate strong, personal relationships with each one. When you have less time to meet with each client, there isn’t much room to ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

How did you decide on your primary client base? The answer to this may be key to success for your business — or the cause of its downfall. As a business coach for over 20 years, I am in the unique ...

Last summer, our firm had the opportunity to purchase the client base of another Best reseller also located in the Twin Cities. In an earlier Consulting Concerns article (Accounting Today Feb. 10-23, ...

Social media video and audio marketing is the way to reach next-gen investors. With inflation here and a potential recession just around the bend, many financial advisory firms have likely seen their ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Fact checked by Vikki Velasquez If becoming a successful financial advisor were easy, everyone would do ...

IREN Limited’s IREN expanding AI client base is increasingly pointing to a more durable growth profile, reducing reliance on any single anchor client. Beyond the highly visible $9.7 billion Microsoft ...