Client engagement

Take the pulse of New York’s wealthy

Wedding Crunchers, a new website from Rap Genius, allows users to see “what the world’s most self-important people think is important” by tracking recurring terms and phrases in the New York Times’ weddings and engagements section.

By Staff |September 9, 2013

1 min read

6 prospecting tips

Social settings offer great opportunities to reel in new clients. Here are some strategies for common scenarios.

By Bryce Sanders |September 9, 2013

3 min read

Cake ban will curb Chinese officials’ spending

China’s Mid-Autumn Festival is fast approaching, but cake isn't on the menu for officials.

By Staff |September 6, 2013

1 min read

How to be a great advisor

Clients seek more than market outperformance.

By Staff |September 4, 2013

1 min read