Software developers, web designers, and other IT professionals who are trying to build up a consulting business are often asked to provide the prospective client with a formal proposal explaining how ...

A business proposal is a written document sent to a prospective client in order to obtain a specific job. Proposals may be solicited or unsolicited. A client may simply request a proposal on a project ...

Each client is unique and deserves to be listened to and engaged in a unique way. Do you use boilerplate language in proposals? My guess is most of you reading this do use boilerplate in some capacity ...

RFP volumes - but up to 20% go unfinished due to resource constraints as proposal teams see 25 to 50% workload spikes ...

Evenz Escarne, Founder & CEO of FolioMax launches its next-generation wealth management platform, giving financial advisors smarter tools for portfolio analysis, proposal generation, and SMA ...

CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...