Centers Of Influence (COIs) play a vital role in the growth and service capabilities of a financial advisory firm. When cultivated with care, these relationships can become valuable sources of client referrals and collaborative insight – especially because COIs and advisors often work with similar client profiles. However, establishing these relationships isn’t always easy. Advisors … Read more
In today’s competitive landscape, the lines between product and price offerings among Asian insurers are blurring, compelling companies to find innovative ways to capture customer attention and secure their business. As a result, customer engagement and experience have become paramount to success. Despite insurers’ efforts to prioritize customer-centric approaches and personalized experiences, a staggering 74% … Read more
On 18 December 2024, the Lithuanian Constitutional Court held that the law, prohibiting the dissemination of public information depicting same-sex relationships is unconstitutional as it violates the freedom of thought of children and the right to found a family under the Constitution of Lithuania. The decision follows the rationale of the European Court of Human … Read more
Within the fashionable period of monetary recommendation, the advicer/shopper relationship is tightly centered on belief. And due to that basis of belief, in a perfect advisor/shopper relationship, errors, disagreements, and considerations are surfaced shortly; motion gadgets are agreed and acted upon by everybody concerned; and everybody feels aligned and accountable to their general targets. The … Read more