TORONTO, ON/AUGUST 18, 2020/insPRESS – ClaimsPro, an independent adjusting and claims management leader in North America, is pleased to announce the launch of ClaimsPro Connect—an enhanced and ...

This article was originally published on ETFTrends.com. For financial advisors, telling your story is a great way to connect with clients, according to Dr. Preston Cherry, founder and president of ...

Tahnya Kristina, CFP, is the owner of Well Said Content. She has 15+ years of experience in the financial services and investment industries. Social media networks have become an essential tool to ...

Most clients connect good service with ongoing communication. Conversely, one of the major reasons clients give for leaving is lack of communication. Everyone wants to feel they are an important ...

The key to strong client relationships is trust. And building trust requires more contact than just the annual portfolio-review meeting. Clients must trust you before they will share all of their ...

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Online therapy, seen by many as a temporary stop-gap at the beginning of the pandemic, is looking increasingly here to stay. Therapists who continue to see patients online must take steps to establish ...