IRVING, Texas, June 5, 2014 /PRNewswire/ -- HD Vest Investment Services SM, the leading independent broker-dealer empowering holistic tax and wealth management-based financial advice, today announced ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

After searching for more effective revenue growth models, many companies are now shifting their organizational focus to creating effective client relationships from the onset of an engagement. This ...

Technology is never static, especially in our current business operating environment of accelerating rates of change. As the chief tool for innovation, tech is now on an iterative journey between ...

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function. Clients who feel an ...

SEATTLE--(BUSINESS WIRE)--Know Labs, Inc. (OTC: KNWN) is pleased to announce the official launch of its structured client engagement process for Know Labs Technology Licensing (KTL), ensuring a ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input from ...

For more than a decade, lawyers in New York State have been required to have an “engagement” letter signed by each client to whom they provide legal services. Other states have similar requirements or ...

What makes you unforgettable? The famous saying “People will forget what you said, people will forget what you did, but people will never forget how you made them feel" resonates with people who focus ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...