The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to ...

FINNY Inc. ("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today ...

NEW YORK, NY, UNITED STATES, January 14, 2026 /EINPresswire.com/ -- As buyer expectations continue to rise, many sales ...

Prospecting is like budgeting. Every advisor and agent knows they need to do it. Everyone desires the ultimate outcome, but no one looks forward to making the effort to achieve the result. We often ...

If prospects see you as “that Roth IRA guy,” it’s time to change your approach. Learn how Todd Bryant, CFP®, wins clients by simply showing up where he truly belongs.

When a salesperson prospects, he seeks out potential customers for his business using a variety of tools. Cold calling, referrals, directories and trade shows are among the common methods used to ...

Prospecting. You know you SHOULD be doing it more, but it's just such an unpleasant part of the job. Who really enjoys reaching out to businesses and prospective clients to convince them to set aside ...

Don’t give yourself excuses to avoid making cold calls. Have your prospects’ contact information ready the day before you make the calls. You cannot ask your most successful competitors their secrets ...

Circle prospecting is still a proven and effective way to find real estate clients. The beauty of incorporating circle prospecting into your overall lead generation strategy is that you can customize ...