Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Your first in-person meeting with a potential client ...

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

A qualified client is a category of investors that are exempt from the provision of the Investment Advisers Act of 1940 that prohibits private investment funds from charging performance-based fees.

Clients don’t always know what goes into the work they’re hiring you to do. While every business wants to provide top-notch service, some clients simply have unrealistic expectations. Whether it's an ...