Today many wealth management firms have ended the practice of using unsolicited outbound calls to find new customers, or cold calling. Not so C. James Taylor, who manages a team of 18 people and more ...

The cold call is dead, at least for smartphones. But the phone conversation itself hasn’t lost its value; only the path to it has changed. Apple and Google have now both introduced technology that ...

Forbes contributors publish independent expert analyses and insights. The author of many tech books, Michael Ashley covers AI and Big Data. If you’re anything like me, your phone rings all day with ...

You know the rep. Cold calling is intimidating and hard. Unless it isn’t. How can you and I reshape how we feel about cold calling and use it as an expandable tool to grow our sales?The real ...

Confidence is the key to cold calling success, and that confidence comes from being uncomfortable. That’s the word from Katelynn Blackburn, founder of Diligence Agencies, where she provides financial ...