If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...