Over the past four months so much of our world has changed, yet so much remains the same. The markets continue to be unpredictable, and are likely to continue to be so until we have a vaccine ...

Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

Review sessions are an opportunity for financial advisers and their clients to look at progress, understand changes and set future expectations. Client review sessions are an important part of the ...

What is a policy review? Our definition of a policy review is reviewing clients existing insurance policies. Insurance policies can include, life, annuity, long-term care, auto, liability, and ...

One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients ...

Imagine if you could bottle the enthusiasm your clients have for working with you and use it to capture new business. That’s where real estate testimonials come into play. We all know that getting ...

People hire people they know, like and trust. But, suppose you don't know anyone who can resolve your problem? Today's answer is client reviews─relying on what others with the same problem think about ...

Martine Cunliffe has watched the wealth management industry change drastically since she started working in it more than 25 years ago. In the past, she said there was more “transactional advising,” as ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...

Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...