Somebody once told me that a customer who had an issue—but had their problem resolved—is a more valuable reference than a customer who’s had a perfect experience end-to-end. Our brains are hardwired ...

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 ...

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 ...

For marketers, there’s nothing more valuable than happy customers. When a consumer is so satisfied with their purchase and willing to share why their decision to buy from your business was such a good ...

Customer reviews aren’t just trust signals for your customers — they can also provide potential SEO ranking boosts when used effectively. “They [reviews] build trust in your brand,” said Kyra Sammis, ...

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 ...

You're shopping for an item on Amazon and want to see what other buyers think of it. But it's a popular product that's triggered hundreds or even thousands of individual reviews. Instead of reading ...

Col Fullagar outlines the key things to consider when performing a client insurance review. A core component of the risk insurance advice process is the gathering and analysis of client information so ...

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), ...

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 ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...