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 ...

COLORADO SPRINGS, CO - January 12, 2026 - PRESSADVANTAGE - MasterBilt Homes, Inc., a locally and veteran-owned custom ...

What is a policy review? Our definition of a policy review is reviewing clients existing insurance policies. Insurance policies can include, life, annuity, long-term care, auto, liability, and ...

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 ...

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 ...

MESA, AZ - January 08, 2026 - PRESSADVANTAGE - House Cleaning Solutions, a residential cleaning company headquartered ...

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 ...