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 ...

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 ...

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 ...

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 ...

When you sign on a new client, it's a good idea to ask them for copies of their tax returns from the past two or three years, and to obtain a copy of their most recent return when it is completed this ...

Spring may be busting out all over, but not all advisors believe it’s the best time to hold annual client review meetings. Dennis Perkins, financial advisor with Price Perkins LLC, which is affiliated ...

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 ...

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 ...