Page 3 - Client Acquisition News Today

A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.

Three most common SME lending ‘themes’ lenders need to provide have been revealed, according to the latest Scotpac Growth Index.  

Learning how to connect with other professionals is an essential skill for accountants.

The Top 25 Firm's major merger with Friedman brought it a host of new engagements.

Los Angeles, CA (PRWEB) November 29, 2022 -- TLK Fusion, a world renowned hybrid marketing and retail servicing firm in Los Angeles,CA, proudly announces the

Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.

New clients and next season's fees; CP504's 'real' meaning; cropping out; and other highlights from our favorite tax bloggers.

The merger between BKD and DHG put their combined firm at the top of the roster.

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.