Don’t give yourself excuses to avoid making cold calls. Have your prospects’ contact information ready the day before you make the calls. You cannot ask your most successful competitors their secrets ...

Forget cold-calling or dialing for dollars, AI may soon become a broker’s best assistant thanks to New York City fintech Finny.

Since launching earlier this year, the firm has scaled to work with 400+ firms across RIAs, broker-dealers, and banks.

Here's the new installment in our effort to bring time-tested sales and marketing articles to the attention of new readers. The original version of this article ran on Nov. 6, 2013. In this one, the ...

("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that it has raised $17 million in Series A funding. The round was led by Venrock ...

For the past five months, prospect analysis and lead-conversion provider Catchlight Insights has been operating with a small group of wealth management firms, helping their advisors prioritize client ...

A sales prospecting list gives your sales force a list of companies that have a high propensity to purchase from your company in the future. The prospecting list should provide sales representatives ...

In the fast-paced world of the food industry, an increasing number of companies are constantly seeking innovative ways to enhance their marketing and sales strategies. With the advent of cutting-edge ...