Prospecting is both a numbers game and a professional discipline, our guest contributor writes in this user-friendly ...

For many scenarios in the relationship-building process, scripts can be helpful. Here are 10 lines that can help you find ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

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 ...

Financial advisors are finding client growth and deeper relationships by meeting prospects through digital matchmaking applications reminiscent of online dating app profiles. Processing Content Client ...

DALLAS, Jan. 13, 2026 (GLOBE NEWSWIRE) -- VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

This is the 23rd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...