Don Connelly & Associates

NOVEMBER 7, 2022

I often hear from financial advisors who, for various reasons, are reluctant to contact prospects who remain in their pipeline. That’s a quandary because if you want to increase prospect engagement with the hopes of moving them out of the pipeline, you actually have to engage them. Best to avoid calling them, right?

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Prospects 52

Indigo Marketing Agency

JUNE 20, 2020

Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and attract your ideal clients—without even leaving your couch. Grow Your Email List (Export Your Contacts From Outlook Or Gmail & Import To Mailchimp). Organize your contacts by creating a tag for them.

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Prospects Accounting Investing 52

Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself. Browse for your contact list and click Upload. .

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Prospects Accounting Investing 52

The Motley Fool

MARCH 17, 2024

Low-cost eyeglasses and contacts Costco's optical centers offer a host of great deals on glasses, contact lenses, and sunglasses. Plus, Costco Optical accepts most vision insurance plans (though you may want to contact yours to make sure Costco is in your plan's network).

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Prospects Returns Financing Finance 130

The Motley Fool

APRIL 9, 2024

A young demographic could help lift the fortunes of contact center solutions provider Five9 (NASDAQ: FIVN). That's already an appealing prospect, given the many headaches involved in customer service, and the company could really drive this home if it effectively tailors those offerings to reflect younger users' needs and concerns.

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Prospects Returns Portfolios Investors 130

The Motley Fool

MARCH 25, 2024

Since 2020, these chatbots have eliminated millions of customer contacts with Walmart staff by answering customers' questions. Walmart's valuation could limit the stock's near-term growth prospects even with a lower forward earnings multiple than most of the Magnificent Seven. Is this AI stock a buy?

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Prospects Stock Market Stock Market Returns 241

The Motley Fool

JANUARY 18, 2024

Additionally, Zoom is bringing AI features to its contact center platform as well. It is worth noting that Zoom Contact Center ended the previous quarter with 700 customers, which is impressive considering that the service was launched a couple of years ago. Zoom currently sports a price-to-sales ratio of just 4.6

Prospects 130

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The Motley Fool

DECEMBER 7, 2023

ai (NYSE: AI) and Sprinklr (NYSE: CXM) on Thursday morning, and investors are taking a closer look at their prospects for tapping into long-term AI growth trends. The enterprise cloud software and AI-powered contact center services company reported lackluster results in the fiscal third quarter that ended Oct.

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Bidding Shareholders Prospects Stock Market 244

The Motley Fool

JANUARY 15, 2024

As the population locked down, the company provided the perfect avenue for contract executions in a world where people had to avoid close personal contact. DOCU data by YCharts A low valuation may be a draw for those prospective buyers. DocuSign (NASDAQ: DOCU) was one of the darlings of the pandemic.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Prospects Returns 246

The Motley Fool

JULY 9, 2023

Clear and reliable communication If a moving company can't be bothered to respond to a voicemail or contact form email when you inquire about an estimate, don't hire that company. And ensure you get a reliable contact number for the day of -- say, a business cellphone number from the person in charge of your moving day crew.

Companies 246

Companies Due Diligence Professional Services Prospects 246

Million Dollar Round Table (MDRT)

NOVEMBER 6, 2023

By Joyce Chan Financial advisors often work in highly saturated markets, leaving prospects unsure of why they should pick one advisor over another. Because of personal branding, my business model shifted from a hunting model, where I spent lots of time prospecting, to an attraction model, which is where prospects contact me ready to buy.

Prospects 83

Prospects 83

The Motley Fool

JANUARY 26, 2024

When you want to apply for new credit, you'll need to contact the credit bureaus again to unfreeze your credit. It's easy to freeze your credit, and it's free -- you just need a little time and the necessary information to contact each of the three consumer credit bureaus. How do you freeze your credit? Probably not.

Accounting 130

Accounting Banks Financing Finance 130

Private Equity Insights

AUGUST 30, 2023

Looking Ahead As the startup investment landscape continues to evolve, Hedonova remains steadfast in its commitment to identifying and capitalizing on distinctive investment prospects. For inquiries and further information about this co-investment opportunity, please contact hello@hedonova.io

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Startups Hedge Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

MAY 13, 2024

But still, you're adding value to your property, which makes rebuilding it a more expensive prospect. Before you make any improvements to your home, contact your insurer, explain the scope of the project, and ask for an estimate of how it will impact your premium rates.

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Liabilities Prospects Taxes Accounting 130

Indigo Marketing Agency

MAY 31, 2023

Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client. Active Listening When you’re meeting with a client or prospect, it’s their turn to share; you want to connect with who they are and where they are. Is the air conditioning going?

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Prospects Returns 100

The Motley Fool

FEBRUARY 26, 2024

Our expanding Contact Center suite is a unified, AI-first solution that offers tremendous value to companies of all sizes seeking to strengthen customer relationships and deliver better outcomes. Bolstered by its expanding features, our Contact Center suite is beginning to win in head-to-head competition with legacy incumbents.

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The Motley Fool

JULY 25, 2023

TikTok declined to comment when contacted by The Daily Upside about these details. The e-commerce landscape this year is simply that all platforms are adopting this new model," a merchant manager working for TikTok reportedly told prospective manufacturers invited to an online roadshow, per the WSJ.

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The Motley Fool

FEBRUARY 22, 2024

More : Our picks for the best credit cards You can keep your mind sharp I don't know about you, but the prospect of experiencing cognitive decline as I age scares me. Harvard Health Publishing notes that two ways to protect against cognitive decline include mental stimulation and maintaining social contacts.

Financing 130

Financing Finance Prospects Accounting 130

Million Dollar Round Table (MDRT)

APRIL 25, 2023

By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. He shares sections of these comic books on social media platforms such as Instagram to encourage people to contact him.

Prospects 88

Prospects Education Investing 88

The Motley Fool

DECEMBER 1, 2023

In the past five months, Palantir has conducted several AIP Bootcamps allowing prospective customers to have hands-on experience with its AIP in solving real-time problems.

Prospects 189

Prospects Stock Market Stock Market Companies 189

The Motley Fool

NOVEMBER 18, 2023

Wall Street, however, remains optimistic about the company's prospects. More importantly, SoundHound is currently scratching the surface of a $160 billion total addressable market (TAM) for voice AI assistants spread across multiple markets, such as automotive, restaurants, retail, contact centers, and banks. SOUN data by YCharts.

Prospects 241

Prospects Banks Companies Investors 241

Indigo Marketing Agency

APRIL 28, 2023

Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp! We uploaded the business contacts and personal contacts for one of our advisors and did a simple A/B test. Who should you add? Want to Upload More People to Your Email List?

Best Practices 98

Best Practices Prospects Financing Finance 98

Million Dollar Round Table (MDRT)

APRIL 11, 2023

Try these quick-hit ideas from around the world about referrals, scheduling your work week, prospecting and standing out. I will then contact this person, tell them that they’ve been nominated as an emergency contact and start conversing with them. They may give you that extra boost forward in your profession.

Prospects 83

Prospects 83

The Motley Fool

AUGUST 12, 2023

While some services, such as contacting your local Social Security office or applying for Medicare benefits would be restricted, monthly payments and medical benefits would not. The prospect is a non-starter for President Biden, who has threatened to veto any bill including such measures.

Prospects 246

Prospects Financing Finance Funds 246

The Motley Fool

NOVEMBER 28, 2023

Then she left to launch Bumble, raising the bar by creating a platform where only female-identifying users can make the first contact with a prospective match. Bumble is waiting for you to initiate contact. She was part of the founding group of what is now Match Group 's Tinder, currently the world's top online dating app.

Prospects 130

Prospects Accounting Investors Companies 130

The Motley Fool

NOVEMBER 28, 2023

Image source: Getty Images Few prospects are scarier than logging into your bank or credit card account and noticing something amiss -- like a lot less money than should be in the account or a huge charge that you didn't make. Losing over $1,000 (or more) is an unattractive prospect, for sure. How did this happen?

Accounting 130

Accounting Banks Best Practices Prospects 130

Indigo Marketing Agency

APRIL 4, 2024

And prospects’ initial impression of your company is typically based on your website. Easy contact details: Make it simple for website visitors to get in touch with you via phone, email, or web form. Testimonials and customer reviews: To gain the trust of prospective customers, highlight positive comments and success stories.

Consultants 52

Consultants Consulting Prospects Companies 52

The Motley Fool

SEPTEMBER 8, 2023

Nevertheless, this is a prospective seed that mainstream logistics companies, like United Parcel Service (NYSE: UPS) and FedEx (NYSE: FDX) , don't want to see planted. It's also another potential point of contact with companies and consumers that might eventually choose to become part of this ecosystem.

Investing 189

Investing Prospects Shareholders Accounting 189

FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. A newsletter, whether it’s sent weekly or monthly, is the best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. Then, look through your notes for all your prospect contacts.

Prospects 52

Prospects Leveraging Best Practices 52

Million Dollar Round Table (MDRT)

DECEMBER 10, 2023

Reframing prospecting Most of us want to avoid prospecting and facing rejection. So, here’s a suggestion: Set up a daily contact commitment. When you have a purpose that creates value first, the money follows. Firms driven by profit-only seldom are the most profitable. That’s the No. 1 issue we face.

Prospects 88

Prospects Financial Services 88

The Motley Fool

DECEMBER 5, 2023

Many of those jobs are related to Segment, but the company is also relocating Flex, its contact center solution, to the communications segment. Twilio still sees plenty of long-term potential for Segment, but selling it to prospective customers is proving to be a challenge. Overall, Twilio plans to lay off another 5% of its workforce.

Prospects 130

Prospects Accounting Companies Portfolios 130

Million Dollar Round Table (MDRT)

JANUARY 22, 2023

By Lisa Apolinski, CMC How important is your website to prospects? If you don’t want your website to turn away prospects before you even get to talk with them, how can you create memorable digital consumer experiences? Consider these five must-haves: 1) Answer prospects’ needs. Quite a bit.

Prospects 81

Prospects 81

The Motley Fool

MARCH 30, 2024

After all, many of your contacts may not be on that other platform. Long-term prospects look promising for both the social media business and the addition of AI to the picture. The company's competitive advantage is that its apps are broadly used worldwide, and because of that, it's very difficult to switch to another platform.

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Prospects Portfolios Returns Companies 130

The Motley Fool

DECEMBER 27, 2023

Instead, I'll focus on the prospects of SoundHound AI (NASDAQ: SOUN) -- a company that's very small right now but is sitting on a massive addressable market. The company provides custom AI-powered voice solutions to multiple industries such as automotive, restaurants, contact centers, banking, retail, and others.

Prospects 246

Prospects Stock Market Stock Market Banks 246

Sara Grillo

FEBRUARY 23, 2024

1 Mail Chimp Mail Chimp is email marketing softwar e and it won’t cost you anything if you have less than a certain number of email contacts. I’ve found its interface to be not quite as intuitive as Constant Contact. You can see Google search volume for this term was spiking up at that time. Did you sign up for my daily newsletter ?

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Prospects Consultants Consulting Assets 52

The Motley Fool

SEPTEMBER 8, 2023

Much of its innovation has focused on add-ons such as webinars, rooms, and contact centers, and the company has invested heavily in products and services enabled by AI. If applied across all prospective clients, such an innovation could significantly lower call center labor costs.

Prospects 246

Prospects Investors Funds Stock Market 246

Sara Grillo

MARCH 29, 2024

Every touch you have with a client or prospect is branding. Take this action TODAY Don’t just state the obvious, “I’m out of the office today, contact Carolyn in my absence.” Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Prospects 52