Top advisors are very intentional in how they approach client review meetings because they know that if conducted properly, these meetings can reinforce and deepen relationships, enhance client ...

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 ...

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 ...

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 ...

Most consumers enjoy giving their 2 cents. However, as a business owner, I find that most customers prefer to put time and effort into writing a review versus providing any other form of feedback.

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), ...

Justin Rosenberg starts his morning by looking at two things: his sales reports and a list of customer reviews aggregated from Google, Yelp, and any other platform where customers can rate, star, or ...

The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value ...

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 ...

One of the best sales tools a business can have is a collection of rave reviews from its customers: Over 70% of customers report that they check reviews before making a purchase decision. However, ...