Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, ...

A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms. Processing Content And for ...

Your clients trust you to create real results and hit KPIs that drive their businesses forward. Understanding the intricacies of how that works can be difficult, so it’s essential to demonstrate your ...

Traverse Legal managing partner Enrico Schaefer discusses how and why the firm built its new client intelligence tool, and how it navigates accuracy and privacy concerns with OpenAI's models. But at ...