As a marketing sales lead book, "Imposters on the Zoom!" focuses on a clear, six-step blueprint designed to drive sales leads effectively. The strategies are presented in diagrams and easy-to-follow ...

Here are three distinct ways the new era of technology can enable advisors to streamline their prospecting and lead gen efforts.

Microsoft Project has become a part of Microsoft Planner, and there are a ton of new Copilot powered features available to help increase team productivity.