One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

Solomon Thimothy is the Founder of Clickx, where he works with agencies and clients to develop predictable and scalable growth strategies. Building an agency without customer loyalty is like trying to ...

Stop chasing clients; attract them. Use ChatGPT to craft emails that reclaim your time by setting deadlines for unresponsive prospects. Offer choices (e.g., demo, bootcamp, support) to boost ...