I wrote this post for my blog at ClientWise LLC for an audience of financial advisors, but I think it applies to many other professions. When three clients talk to me about the same issue in a week, it’s time for a blog post. The issue is pipeline management. Here’s the problem: advisors often have difficulty managing opportunities in their pipeline. Some opportunities have been there for weeks, months – even over a year is not unheard of. What does it mean when you have an o