Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...

The best contact management software is Zoho CRM, offering an affordable platform with lots of features aimed at helping you track and analyze contact data, including list segmentation and automated ...

If you are trying to manage relationships with many outside vendors through emails and phone calls, eventually an important file is going to go astray or something else critical is going to fall ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. The early 2000s brought a renaissance in relationship management ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

Santa Monica-based Nimble, the developer of social, contact relationship management software-as-a-service, said this morning that it has tied its service with HootSuite, which develops a social media ...