Today’s customer doesn’t trust you. They don’t want to be sold the idea of your brand. They want to hear from real people about how you helped them, plus what you got wrong and right. At the same time ...

In Oprah-like fashion, Chase thinks every cardholder deserves a little something for sharing their favorite things with their ...

Referrals are great, but then you still need to convert them into clients. Here are some pre-vetting and first-contact techniques to accomplish that. This might seem elementary, but it’s worth noting ...

Credit card refer-a-friend offers allow you to earn bonus rewards every year. Here's how to get $500 each year through ...

In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients. Client ...

I don’t believe advisors should ask clients for referrals in the traditional way they have been trained to do so in our industry. For years, advisors were encouraged (by consultants, coaches, and firm ...

We all are reeling from the gimmicks and shock unleashed on the public by the meteoric rise of ChatGPT and its ability to imitate humans while giving many of the populus direct contact to AI for the ...

So you've put your money into building the best possible advertising campaigns. And you're attracting clients... but at too slow a rate—and you're probably wondering what to do about it. In short, you ...

Chase Ultimate Rewards® points are one of the most sought-after credit card rewards currencies around. Luckily, Chase gives cardholders multiple ways to earn Ultimate Rewards bonus points. One way to ...