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Top News In Client Acquisition Today - Breaking & Trending Today

A sales expert met with financial advisors from 3 broker-dealers — here's who he chose and why - Vimarsana News

A sales expert met with financial advisors from 3 broker-dealers — here's who he chose and why

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.

In the blogs: Price of fame - Vimarsana News

In the blogs: Price of fame

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

Forvis tops list of new SEC audit clients in Q2 - Vimarsana News

Forvis tops list of new SEC audit clients in Q2

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

VRGL Raises $15M in Series A Funding - Vimarsana News

VRGL Raises $15M in Series A Funding

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

A financial advisor's 'dating' guide to converting prospects - Vimarsana News

A financial advisor's 'dating' guide to converting prospects

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