Imagine a world where selling is not about persuasion, but about connection. A world where financial advisors don't just sell products, but empower clients to make informed decisions. We have the ...

LAS VEGAS—Since taking over as CEO of Intellicene in June 2024, Greg Colaluca has focused on employee development, and more specifically, making sure his team takes a customer-first approach. A ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

The 21st century has seen a shift away from the company that’s “selling” and toward the consumer that’s “buying.” Business practices, like PR campaigns, have had to transition in kind to stay relevant ...

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s ...

From professionals seeking career advancement to entrepreneurs aiming to thrive in highly competitive markets—and even entire companies in need of assistance with change management and other ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Law firm leadership often faces challenges with inspiring their teams to improve business development performance. This webcast focuses on leadership and business development, a panel of subject ...

LONDON, Nov. 4, 2025 /PRNewswire/ -- While many agencies are retrenching or productizing their services, IDX™ is accelerating investment and reorganizing around its clients to become the leading ...

American Century Investments achieves historic asset growth with a focus on clients while also advancing global health KANSAS CITY, Mo., Sept. 19, 2025 /PRNewswire/ -- On Sept. 19, 2025, American ...