How better prospecting can lead to stronger client relationships
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Heuristic (v1/v3)
0.00 · CENTER
ML v2 (DistilBERT)
0.000 · CENTER
Ensemble
0.000 · CENTER
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Rolling outlet bias
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Article Excerpt
OPINION
How better prospecting can lead to stronger client relationships
SUSAN O’BRIEN
SPECIAL TO THE GLOBE AND MAIL
PUBLISHED 1 HOUR AGO
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Every advisor should have a list of non-negotiables they expect from clients.
NUTHAWUT SOMSUK/ISTOCKPHOTO / GETTY IMAGES
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Bringing on a new client is exciting. However, building a successful practice goes beyond trying to win every prospective client. Advisors should be just as intentional abo…
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How we scored this article
WTF uses a two-tier system: every article gets a heuristic bias score from keyword analysis, and priority articles (high overlap across 3+ outlets or strong heuristic signal) get full LLM analysis from B.I.A.S. and V.E.R.I.F.Y.
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Jul 6, 2026