
PLy
Nov 4, 20254 min read
Prospecting, the necessary evil?
Prospecting is often the least enjoyed and most ignored element of pipeline management. It’s laborious, can be thankless and generates lower immediate returns than focusing on existing clients. It’s also critical and made a little easier by AI. Many firms face stagnant or even shrinking markets which can lead to a decline in fees, as clients and referrers consolidate or shift advisers. Here are ten tips that professional services firms can follow to maintain a healthy addre
