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

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 ...

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 ...

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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

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.