A granular understanding of your clients from a marketing perspective has become a benchmark for companies in variety of industries.
In the age of information, the internet can be a blessing and a curse for businesses.
There's a fine line between using big data effectively and invading a client's privacy.
Clients who turn elsewhere for solutions can leave an entrepreneur in an unfortunate position.
When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or secure his or her wealth. How do you prepare for and structure the initial meeting with a prospect? What do you do to show an existing client that he or she has a need for [...]