Spring may be busting out all over, but not all financial advisors believe it's the best time for an annual client review.

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 ...

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 ...

Surveys of couples usually find that poor communication is the biggest reason for divorce, and what’s true for marriage is equally true for advisory relationships. Eight in 10 advisors surveyed by ...

Many businesses – law firms included – treat reviews as an afterthought… until they get a negative one. It becomes a scramble to drown out the negative reviews with positive ones so as not to lose out ...

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 ...

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 ...

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