Finding clients on Upwork has never been easy. With thousands of freelancers competing for the same projects, speed, personalization, and strategy have become key to winning contracts. For many ...

Dr. Zehra Cataltepe, CEO TAZI.AI. Providing growth solutions to marketing teams with adaptive & explainable AI. Over 100 AI papers&patents. In the competitive landscape of financial services, client ...

LOS ANGELES--(BUSINESS WIRE)--Cashmere, an AI-powered client acquisition platform for wealth management firms, has successfully completed a $3.6 million seed funding round. The investment will drive ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

Editor's note: This is Part 1 of our two-part series on the retention reset. Today’s installment tackles the why: the post-ZIRP correction, why acquisition-first economics are failing and why ...

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

Evenz Escarne, Founder & CEO of FolioMax launches its next-generation wealth management platform, giving financial advisors smarter tools for portfolio analysis, proposal generation, and SMA ...