Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
Case management software provider Client Profiles, based in Atlanta, has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes ...
Coaches should transform their LinkedIn profiles into client-attracting sales pages, not resumes. Craft specific headlines that filter ideal clients, make your "About" section a sales conversation ...
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