A great review of how to handle online reviews you may have received.  It covers the Investment Advisor Act rules that apply to testimonials and how to manage these online reviews. Read more... ...

There is a lot of talk about how robos and other forms of competition will affect your business.  As the author points out..."Since your clients haven’t moved their assets to digital solutions and ...

Research from Julie Littlechild "found that the most engaged clients (those who are most satisfied and provided all referrals) are more likely to feel confident about achieving their long-term goals, ...

Although you might think the answer to the article title might be technology or better marketing, the author says it is focusing on your service model. This isn’t about what services your firm shou ...