One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

SEATTLE--(BUSINESS WIRE)--Know Labs, Inc. (OTC: KNWN) is pleased to announce the official launch of its structured client engagement process for Know Labs Technology Licensing (KTL), ensuring a ...

Customer churn is inevitable — it’s what the experts have said, and it’s true. Before you start wringing the proverbial churn towel and holding the door open for departing customers, take hope: A mere ...

In an age where customers have access to anything in just a few short clicks, brands have become increasingly focused on the buyer journey and the path to purchase. The process of acquiring new ...

Dealerships are shifting focus from lead volume to engagement, using video and AI to improve conversions and shorten the ...

How well thought-out and executed is your customer engagement model? Is it something that has developed by default without proactive and deliberate thought? In your company, does every salesperson and ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The partnership will address business continuity and communication ...