HoneyBook stands out as a versatile CRM platform designed specifically for creative entrepreneurs and small businesses. It excels in simplifying client management, automating workflows, and ...

She walked into the room with a polite smile, placing her backpack carefully beside the chair as if not to disturb anything. When I asked how her week had been, she answered promptly: “It was fine.

UBS Chief Data and Analytics Officer Joe Cordeira conservatively estimates the firm's U.S. advisors are saving 10,000 hours a month by turning to AI to prepare for client meetings. Processing Content ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

While working as a financial advisor at TIAA 12 years ago, Meredith Briggs had the shock of her professional life. Early on in their relationship, a wealthy client in his 70s—a detail-oriented ...

After Zillow’s announcement that it was removing Matterport 3D tours from listing on its website, CoStar Group, which owns Matterport, is looking to set the record straight. On Monday, Zillow told ...

Yogesh Gupta, CEO, began by highlighting another outstanding quarter, stating the company "outperformed on every metric as our business benefited from our customers' investments in their AI ...

JPMorgan Chase reportedly processed more than $1 billion for Jeffrey Epstein over 15 years, a new investigation says — even as the registered sex offender pulled tens of thousands in cash each month ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...

Lisa Phillips, an Epstein abuse survivor who spoke at the Sept. 3 news conference, said survivors had been "discussing" creating their own list of Epstein's clients but that they had not decided ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

I was exhausted. My B2B fulfillment business had grown rapidly and was doing $1.2 million annually, but finding new clients was a grind. I was trapped in an endless cycle of networking events, cold ...