Getting and keeping clients. It’s the lifeblood of an advisory business, regardless of what’s happening in the markets, and often a factor in whether practices rise or fall. That’s because winning ...

Finding clients on Upwork has never been easy. With thousands of freelancers competing for the same projects, speed, personalization, and strategy have become key to winning contracts. For many ...

LOS ANGELES--(BUSINESS WIRE)--Cashmere, an AI-powered client acquisition platform for wealth management firms, has successfully completed a $3.6 million seed funding round. The investment will drive ...

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 ...

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...

The traditional sales funnel is dying. In an era of infinite choice and dwindling attention spans, the linear path of "awareness, interest, desire, action" can feel like a chore to modern consumers. I ...

BOSTON, MA, UNITED STATES, January 25, 2026 /EINPresswire.com/ — Ibex, a client acquisition agency backed by the Harvard Innovation Lab, officially announced its AI ...

A new book is now available at howtogetconsultingclients.com, helping consultants — whether in business, fitness, relationships, or other industries — solve the most common challenge facing ...

Editor's note: This is Part 1 of our two-part series on the retention reset. Today’s installment tackles the why: the post-ZIRP correction, why acquisition-first economics are failing and why ...