I'm in the thick of it every day: writing, reviewing or advising on proposals. Just recently, a proposal of ours swung open the doors to a leading Nigerian bank partnership. It’s these real-life ...

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 ...

Apple's iPad tablet is not a fully-fledged substitute for a laptop or desktop, but the device can perform many of the same tasks. If you regularly travel to meet clients and need to quickly work up ...

In the realm of business development, the proposal process can make or break the acquisition of new clients. With 43% of ...

Writing grant proposals, one of the most common fundraising activities, has become increasingly complex. Grant writers have to navigate an ever-shifting archipelago of funders and funding philosophies ...