Tension: We assume automation will deepen connections, but it often reduces human nuance. Noise: “Best practices” for process automation oversimplify customer relationships, treating people like ...

Customer churn is inevitable — it’s what the experts have said, and it’s true. Before you start wringing the proverbial churn towel and holding the door open for departing customers, take hope: A mere ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

DALLAS, Jan. 13, 2026 (GLOBE NEWSWIRE) -- VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent ...

Timothy B. Corcoran, Owner of Corcoran Consulting Group and [immediate past] President of the Legal Marketing Association says, “I often take firms to task for over-reliance on engagement letters that ...

In an age where customers have access to anything in just a few short clicks, brands have become increasingly focused on the buyer journey and the path to purchase. The process of acquiring new ...

The relationship brings VRGL’s growth solution to Focus advisors and support staff, as well as independent firms on the Focus Partners Advisor Solutions platform, providing an enterprise-grade ...