A CRM can be transformed from a simple client tracking tool into a powerhouse of growth that fuels your success while keeping ...

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Acquiring new clients is so important to law firms that it can be easy to overlook those they already have! The fact is that most firms already have a base of people that are engaged with their ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Working with Kubernetes isn’t always easy. Managing your clusters and pods requires work, and although cloud-hosted Kubernetes instances such as Azure’s AKS can handle much of the heavy lifting for ...

Opinions expressed by Entrepreneur contributors are their own. Social media is no longer solely about keeping in touch with family members and friends. Every online coach and business owner that you ...

ChatGPT set records this year for the fastest-growing user base, and when you look what other popular apps such as TikTok and Facebook have done to change our society, it’s hard to wonder what exactly ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

A climate-related disaster can hit at any moment without warning, but an agent's preparedness can provide individuals with much needed security at an uncertain time. People want to know that their ...