Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts of those accounts and the balances within them. I ...

The difference between a thriving practice and one that merely survives often comes down to a single factor: knowing exactly who you serve and how to effectively reach them at the right time with the ...

Coaches should transform their LinkedIn profiles into client-attracting sales pages, not resumes. Craft specific headlines that filter ideal clients, make your "About" section a sales conversation ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

I have the privilege of working with high-profile clients on a regular basis. Their expectations tend to be very different from other groups and understanding their needs will help you succeed.

Sviokla, John J., Margaret King, and C.J. Meadows. "Client Profiling: The Prudential Insurance Company of America." Harvard Business School Case 193-084, January 1993 ...

I know your name, your address, your Social Security number, your account numbers, the whereabouts of those accounts and the balances within them. I know where you work and your adjusted gross income.