EXETER — Etched into the glass office doors at Digital Prospectors are words that serve as a credo for the technology staffing company: “Love your job.” Those words also serve as the basis for the ...

(By Alec Drake) We jumped headfirst into remote work over two years ago, and the top-half view on Zoom meetings changed what business casual meant for everyone. Not only did dress standards morph in ...

Prospects are out there. The challenge is finding and developing new business while serving your existing clients. Fortunately, new tools can streamline the lead-generation and prospecting process: ...

Prospects are out there. The challenge? Finding and developing new business while serving your existing clients. Fortunately, new digital tools can streamline the lead-generation and prospecting ...

Prospecting is a necessary action item to grow and sustain one's business. For law firms, the traditional methods to do so usually require serious proactivity to hook in the client: scout them out at ...

AssetMark Inc., a turnkey asset management platform for wealth managers, is betting improved technology will help advisers boost client acquisition and assets under management in a post-pandemic world ...

Advisors under the age of 35 are using more digital prospecting tools and were more likely to use a combination of video, social media and email. Among these advisors, 41% reported using social media.

The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests. AssetMark, a provider of wealth management and technology solutions ...

Couple listening to a financial advisor at their home with a laptop. Two-thirds of advisors reduced their prospecting for new clients in the early months of the pandemic and 51% reported below average ...

EXETER — Etched into the glass office doors at Digital Prospectors are words that serve as a credo for the technology staffing company: “Love your job.” Those words also serve as the basis for the ...