Building Rapport with CPAs: To facilitate successful referrals, advisors should invest time in understanding CPAs' workloads and pressures, especially during tax season. This understanding can lead to ...

Here's how businesses can build lasting client partnerships by fostering trust, aligning goals, and maintaining open ...

EPIC Insurance Brokers & Consultants ("EPIC"), a leading provider of risk management, insurance brokerage, and employee ...

In the competitive legal industry landscape, attorneys often must go beyond providing excellent legal services to thrive.

Through this relationship, Osaic’s network of more than 11,000 financial professionals will gain access to Zocks’ AI-powered platform, designed to automate workflows, streamline client ...

AI and automation aren’t replacing advisors, they’re enhancing them ... ensuring that client relationships and institutional knowledge don’t walk out the door with retiring advisors.

In CRE lending, originators still drive the deals, but with digital platforms enhancing speed and strategy, technology is ...

“What might be unexpected to some is the long-term relationship that can be built with clients as a result of an annuity purchase.” Because annuities can be complex, Guymon says they often ...

and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship ...