A target market customer profile identifies the customer most likely to buy your product or service. While some companies create products around a customer profile, others identify the customer ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

Manish Sood is CTO, Founder and Chairman of Reltio, a provider of cloud data services used by enterprises to create rich customer profiles. The economic shock and social restrictions brought on by the ...