Client book

Decorative pattern

Planning and Advice

Nine ways to generate new clients

When done well, prospecting is much more than selling — it’s about qualifying potential clients and building relationships. Here are nine common networking tools that can be tweaked for better results.

By Tyrone Matheson |January 2, 2013

5 min read

Decorative pattern

Planning and Advice

5 year-end business tips

Here are a few year-end tasks that will improve your business in 2013.

By Jordan Rosenberg |December 21, 2012

2 min read

Decorative pattern

Planning and Advice

Move clients into your book

With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.

By Christopher Mason |December 12, 2012

4 min read

Decorative pattern

Planning and Advice

Landing A-list clients

Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.

By Bryan Borzykowski |December 6, 2012

2 min read