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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has launched the Absolute Engagement Engine, a quantum leap forward in empowering ...

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 ...

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 ...