Examples of former prospective clients abound: a person calls an attorney because they are thinking about getting divorced, pursuing an injury claim, purchasing property, ...

Not only does this work in the client’s benefit; it works in yours as well. You will save both the time and the hassle of frantic calls or constant status update requests. 5.

Morningstar’s Investor Engagement Index delivers insights on how advisors can personalize the experiences of their client base using engagement research.

For example, firms spend a lot of time interacting with clients on case statuses. In the BAL example above, opening up access to the internal case management system quickly using RPA and other ...

Real estate branding is a message to the world, letting potential clients know who you are, who you serve and how you operate in your business. Believe it or not, this can all be conveyed using ...

The program centers on identifying undiscovered potential from top clients as you weed out those with far less potential. This could lead, for example, to a multi-thousand-dollar opportunity with a ...

Here are three examples: A recent inquiry from a potential client asked how diverse our group was. That was a surprise, but we welcomed the question.

While client acceptance is no crystal ball, sound client acceptance procedures can help CPA firms identify potential problem clients before they cause trouble. Armed with this information, a CPA firm ...

It happens to all travel agents-a potential client walks into the agency, and the agent spends time consulting, researching and planning out a vacation only to never hear from the person again.