For Martin Smith, the president of Wealthcare Financial Group, the best way to find new clients is still to pick up the phone and do the old smile and dial. Processing Content Smith, who started his ...

Datalign Advisory launched in February 2022 with the mission to revolutionize lead generation for advisory firms. In its first year, the startup wealth tech company grew more than 2000 percent in ...

Lead generation helps businesses find potential customers, crucial for growth. There are two main types: outbound reaches out directly, inbound attracts customers. Effective targeting in lead ...

Daniel Sieberg is cofounder of GoodTrust, which offers estate-planning and digital-legacy tools; GoodTrust is both B2C and B2B. In today's dynamic business landscape, where competition is fierce and ...