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

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 ...

Northern Ireland web design and digital marketing agency reaches reputation milestone while serving SMEs across UK and Ireland After fourteen years and more than 450 reviews, we have genuine evidence ...

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 ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

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 ...

When you sign on a new client, it's a good idea to ask them for copies of their tax returns from the past two or three years, and to obtain a copy of their most recent return when it is completed this ...

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 ...

From Indiana Supreme Court Chief Justice Loretta Rush's Order Approving Statement of Circumstances and Conditional Agreement for Discipline in yesterday's In the Matter of Wruble: Stipulated Facts: ...

To see a summary of your content in the National Law Review, click 'My Account' at the top right of this page. The National Law Review offers real-time analytics to our publishing partners, and our ...

Eight weeks after stating its intentions to make the climate a priority, Edelman has completed a client review and released a set of guiding principles for determining which companies it works with.