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 ...

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 ...

In an ever-evolving global business landscape, the key to success lies in adaptability, client-centric solutions, and continuous learning. In an insightful interview with Mike Gitlin, CEO of Capital ...

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 ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

My colleague Adrian Lurssen tells a story of hearing Laura Hudson, CMO at Ward and Smith, present at an LMA Southeast regional conference on the topic of thought leadership in law firms. (This was a ...

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 ...

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 ...

Value-based selling is an essential skill for sales professionals, especially in markets where price often becomes the determining factor for clients. In many cases, these decisions occur because the ...

Most sales and marketing experts will say the secret to organic growth for a service business is having a clear understanding of who your ideal client is and what unique services you can offer to that ...