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 ...

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

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 ...

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 ...

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 ...

The annual portfolio review season presents a mix of opportunities and potential missteps that can define client relationships for the year ahead.

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 ...

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 ...

COVID-19 is obviously causing financial advice clients a great deal of concern. Not only are they worried about what the resultant stockmarket volatility is doing to their investment portfolios, they ...