Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. The idea of becoming a freelancer might seem pretty ...

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 ...

Coaches no longer win with discovery calls. The decision happens before clients book. Learn the 5 places where your next ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

Turning leads into new clients can be a challenge, but learning what mistakes to avoid can help. It’s easy enough to make ...

An effective elevator pitch should be engaging, conversational, and under 60 seconds It should focus on clearly articulating the benefits and opportunities your solution provides while establishing a ...

When selecting potential clients, wealth, life cycle situation, age and profession are the most commonly cited criteria on which advisors across all three channels focus. However, when we parse the ...

To have a successful real estate business, you have to continually generate new clients – there is no way around it. No leads equals no sales. If you’ve been in this business for a while, or even if ...

I’m a freelancer in a creative field, and I’m fairly new at it after some big life and relationship upheavals. I need advice on how to handle a potential client who’s maybe not the most stable person ...

The integration of artificial intelligence into estate and financial planning practices is rapidly evolving. AI-powered background and other fact checks can transform two critical estate-planning ...