In a recent column, I wrote, “The past decade has seen the rise of ‘strategic’ partner deals with opaque revenue shares, push-button 'black box' trading with murky inventory pools, and a tendency for ...

A first impression is made in a millisecond and quickly becomes cemented in a potential client’s mind. A stellar first impression increases the likelihood that a new client will join your firm, trust ...

With corporate layoffs on the rise, a growing number of professionals are launching their own consulting startups. But competition is fierce and finding that first client can be a challenge. One of ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Picture this: Moments after a software implementation kickoff, an AI assistant proactively spots potential bottlenecks, flags common pitfalls specific to the client's industry and recommends precise ...

For decades, investors have searched for one thing above all else when choosing a financial advisor: Advice they can trust. Yet the financial advice industry has long struggled with a structural ...

Agoda recently described their unconventional approach to transitioning from a monolithic GraphQL API to a microservices architecture. Unlike traditional methods focusing on breaking down server-side ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

Building trust and understanding during the first 30 days is crucial to converting prospective clients into long-term relationships. Consistent communication, clear expectations, and small, meaningful ...