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 ...

Dr. Zehra Cataltepe, CEO TAZI.AI. Providing growth solutions to marketing teams with adaptive & explainable AI. Over 100 AI papers&patents. In the competitive landscape of financial services, client ...

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 ...

With Dickensian flair, industry analysts at Cerulli Associates say it’s an exciting time to be a financial advisor—and a difficult time to be a financial advisor. “It is exciting because there's so ...

NEW YORK, Feb. 26, 2025 /PRNewswire/ -- Psympl, the leader in the application of Psychographic AI, is excited to announce the launch of the Motivation Decoder. This revolutionary tool is designed to ...

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 ...

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 ...

Revolutionary PetVivo.ai Uses Nine AI Agents to Transform $150B Pet Care Market MINNEAPOLIS, Nov. 25, 2025 (GLOBE NEWSWIRE) -- PetVivo Holdings, Inc. (PETV) (OTCQX: PETV; OTCID: PETVW), in cooperation ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...