Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

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, ...

Tension: We assume automation will deepen connections, but it often reduces human nuance. Noise: “Best practices” for process automation oversimplify customer relationships, treating people like ...

DALLAS, Jan. 13, 2026 (GLOBE NEWSWIRE) -- VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent ...

In an age where customers have access to anything in just a few short clicks, brands have become increasingly focused on the buyer journey and the path to purchase. The process of acquiring new ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

Customer churn is inevitable — it’s what the experts have said, and it’s true. Before you start wringing the proverbial churn towel and holding the door open for departing customers, take hope: A mere ...

SEATTLE--(BUSINESS WIRE)--Know Labs, Inc. (OTC: KNWN) is pleased to announce the official launch of its structured client engagement process for Know Labs Technology Licensing (KTL), ensuring a ...

The relationship brings VRGL’s growth solution to Focus advisors and support staff, as well as independent firms on the Focus Partners Advisor Solutions platform, providing an enterprise-grade ...