For advisory firms both large and small, responding to prospective client inquiries can require a significant time commitment. A multiperson office may have a full-time dedicated staff member ...

So, you've just finished meeting with a prospective client. You've walked them through your firm services and the benefits of working with you, and after you close, your prospect launches an objection ...

Toronto, ON / / October 1, 2025 / Smartly Digital Solutions The Urgency of Instant Response Lead response times have become a ...

I've been very fortunate this year to have a number of companies approach me about working together. That's good, right? It's great to have potential customers come calling. But if you own a small ...

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 ...

Marketers sometimes encounter prospective clients whose needs and goals don’t align well with their agency’s core values or areas of expertise. To ensure agency-client relationships are mutually ...

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 ...

Creative business coach Sean Low has been fielding designer questions for Business of Home since 2018. The industry has ...

My husband and I run a small studio that does branding and packaging design. We seem to attract a lot of start-ups and small businesses—enough that we haven’t had to pitch a client in more than three ...

Your article was successfully shared with the contacts you provided. While the vast majority of financial advisors believe they should educate clients about how Social Security will factor into their ...