When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...

"Ideal client" is a common term that can be rather useless in identifying the best companies for your book of business. That description typically starts with the number of employees, and while ...

There are certain types of projects that bring out a designer’s best work. How do you discover what those are for your firm? If you’re looking to zero in on your ideal client profile, start here.

As a start-up or even an established business facing tough times, it is hard to be picky about customers. But with a little effort and thoughtful planning, you can attract more ideal customers and ...

Zehra Cataltepe is the CEO of TAZI.AI, an adaptive, explainable AI and GenAI platform for business users. She has 100+ AI papers & patents. For wealth management firms, finding and converting the best ...

Security integration firm leaders are constantly looking for ideal technicians, back-office personnel, and technologies to push their businesses down the path to greater profits, but what about the ...