Software developers, web designers, and other IT professionals who are trying to build up a consulting business are often asked to provide the prospective client with a formal proposal explaining how ...
I'm in the thick of it every day: writing, reviewing or advising on proposals. Just recently, a proposal of ours swung open the doors to a leading Nigerian bank partnership. It’s these real-life ...
Each client is unique and deserves to be listened to and engaged in a unique way. Do you use boilerplate language in proposals? My guess is most of you reading this do use boilerplate in some capacity ...
Rejection is part of building a business, but it's rarely treated as a process worth examining. Below are three questions I ...
Evenz Escarne, Founder & CEO of FolioMax launches its next-generation wealth management platform, giving financial advisors smarter tools for portfolio analysis, proposal generation, and SMA ...
CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...
A newly proposed AICPA ethics rule would clarify that certain reviews of a tax practice are included in the exceptions to the AICPA Professional Standards prohibition on disclosing confidential client ...
Amidst the mostly gloomy month of February, Valentine’s Day marks a time to celebrate love and romance. For some it marks an occasion to shower someone special with affection and gifts, and others ...
Clients want their computing problems solved with the ease of getting a pizza delivered: call a number, tell them what you want, and it shows up soon afterward. The ingredients you use in the pizza ...
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