Writing proposals is one of the toughest parts of the thought-leadership business model. You’ve listened to your client, taken notes, and uncovered their pain points. Now you have to translate that ...

This article outlines how to use ChatGPT to create highly effective business proposals. It advises focusing on the client's biggest desired outcome, transforming services into tangible victories, ...

SMU Office of Research – New, cutting-edge research is happening all the time around the world across a variety of fields. Though these research projects may differ in topic and methodology, they all ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...