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 ...

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 ...

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 ...

Good advisors present multiple reviews. There is the annual performance review many advisors deliver at the beginning of the year. There is a financial plan review, often focusing on progress to goals ...

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 ...

Busy season is tough, but it has its upside. This is when you're talking most frequently with your clients, especially those with straightforward, fast-turnaround returns. It's a great time to ...

Trust underpins our most valuable relationships. And in business, just as in life, this trust is hard-won and incredibly valuable. Testimonials communicate this trust to your prospective clients as no ...

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 ...

NORTH YORK, ON - February 27, 2026 - PRESSADVANTAGE - Osteo Tuina has announced a significant milestone in client ...