Technology

3 approaches to prospecting Fallback Image Decorative pattern

Planning and Advice

3 approaches to prospecting

Find untapped client sources to build your book.

By Evelyn Juan |March 7, 2014

8 min read

Give technology to clients Fallback Image Decorative pattern

Planning and Advice

Give technology to clients

When it comes to gifts for tech-savvy clients, simple is usually better. Here are some suggestions to maximize your marketing budget.

By Lisa MacColl |February 7, 2014

2 min read

Are you networking enough? Fallback Image Decorative pattern

Planning and Advice

Are you networking enough?

You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).

By Jessica Bruno |January 17, 2014

3 min read

A web app to manage your workflow Fallback Image Decorative pattern

Planning and Advice

A web app to manage your workflow

Almost every client meeting generates a slew of new activities. But having staff to assist in transactions doesn’t automatically mean these things get done more quickly, accurately, or even efficiently. That’s why I was so pleased to discover the web-based app Workflowy. It’s a simple list maker that’s feature-rich, shareable, searchable, archivable and taggable.

By Kevin Cork |January 17, 2014

3 min read