AD PRO members enjoy exclusive benefits. Get a year of unlimited access for $25 $20 per month. Founder of PR firm Nylon Consulting Laura Bindloss, who navigated the early days of the health crisis ...

Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Getting a critical email or voicemail response from people who like to ghost can give you ulcers. These are the times that try our souls. Or has that already been said? Never mind, it’s still true. So ...

As the future beneficiaries of current clients’ estates and assets, Gen-Z investors are a generation that advisors can’t ignore. As a Gen Z-er—an individual born between the years of 1995 and 2010—I ...

Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...

Establishing relationships with businesses all over the world is one of the greatest opportunities of being a freelance professional or agency but it can have some unexpected impacts on your business.

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...

Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...

Agora Studio is a global network of professional artists which provides freelancing services to studios around the world. The company’s stated mission is “To close the gap between freelancers and ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

As the year winds down, advisors are gearing up to perform critical end-of-year tasks for their clients. These include identifying tax-loss harvesting opportunities, generating client portfolio ...