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Use Video To Improve Your Client Experience & Service
by Tony Vidler The majority of professional service firms do not appear to have really taken advantage of the consumer appetite for video as yet, and it seems they have not done so because it is in the “too hard” basket. Or perhaps because there is a perception that to use video as […]
by Tony Vidler If you aren’t emailing video’s to clients and prospects yet, why aren’t you? It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but it is still relatively […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.