#client-acquisition

#client-acquisition

Cashmere raises $3.6 million to automate client acquisition for wealth managers, addressing tech gaps in a traditionally manual industry.

JPMorgan Wealth Management is actively enhancing its branch strategy despite a general decline in physical locations, as branches continue to serve important advisory roles.

Focus on attracting clients who value your work for a more fulfilling freelance experience.

Utilizing referrals can significantly increase your chances of landing quality clients.

Creating content that showcases your skills is essential for visibility in the freelance market.

Intentional actions in the first 90 days are crucial for establishing a solid client base and building a brand.

Freelancers should focus on offering one service within a specific niche to attract better clients.