Fact checked by Vikki Velasquez Key Takeaways Annual reviews focus on clients' goals, progress, and real-life context, not just performance or data.Strong annual reviews create space for meaningful ...

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 ...

Social proof should be an essential component of your digital marketing strategy. Over 93% of consumers use online reviews to help them make purchasing decisions. Meanwhile, 82% say that a review has ...

Customer reviews and ratings play a key role in the customer journey, with as many as 98% relying on them to inform their purchasing decisions. When you know that your products and services are of ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

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 ...

New rules to let state-registered investment advisors publish testimonials and online reviews from their clients have been proposed by the North American Securities Administrators Association (NASAA), ...