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, ...

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 ...

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 ...

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 ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The partnership will address business continuity and communication ...

How well thought-out and executed is your customer engagement model? Is it something that has developed by default without proactive and deliberate thought? In your company, does every salesperson and ...

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 ...