Jason Bahnak is the Co-Founder and Chief Marketing Officer at Abstrakt, where he leads omnichannel growth and sales enablement strategies. Economic uncertainty isn’t a matter of “if,” it’s a matter of ...

One of the biggest challenges for financial advisors is growing your client base. Rebecca Lake, CEPF recently penned an article for SmartAsset providing strategies on how to get more clients.

Launching a new business requires a strategic approach to attract your first clients. One effective method is to offer initial promotions that entice potential customers. Consider providing discounts ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

Brilliant businesses are built on brilliant reputations, with few exceptions. A growing base of raving fans and happy customers spreading the word negates the need for excessive marketing spend. It ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

How did you decide on your primary client base? The answer to this may be key to success for your business — or the cause of its downfall. As a business coach for over 20 years, I am in the unique ...

Last summer, our firm had the opportunity to purchase the client base of another Best reseller also located in the Twin Cities. In an earlier Consulting Concerns article (Accounting Today Feb. 10-23, ...

In today’s competitive wealth management market, it is critical for financial advisors to focus their efforts on acquiring new clients to grow their assets under management, but an equally effective ...

Social media video and audio marketing is the way to reach next-gen investors. With inflation here and a potential recession just around the bend, many financial advisory firms have likely seen their ...

Be very, very careful wealth managers. It’s client-poaching season. Heightened periods of market volatility like the current one certainly spur financial advisors to play defense within client ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Fact checked by Vikki Velasquez If becoming a successful financial advisor were easy, everyone would do ...