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 ...

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 ...

Customer journey mapping is not new. In fact, it’s commonly used in consumer marketing. But despite its tremendous benefits, it has not been widely adopted in professional services. You see, customer ...

Maintaining communication and nurturing prospective client relationships is one of the most critical functions you perform as an adviser. It’s a delicate balance — you want to stay top of mind with ...

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 ...

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” These are words every lawyer planning prospective and existing client visits needs to take under advisement. Busy lawyers ...

Looking for qualified leads can be a difficult task because not every prospect is going to be a viable one. Whether the potential buyer isn’t fully committed to signing with you or they just aren’t a ...

During the pandemic, developers at Edward Jones have been busy creating multiple apps to help advisors through the “explore, connect and partner” phases of relationship building with prospects and ...