When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

A good client experience can be the dividing line between success and failure. In client service, building transparency and rapport with clients, who, for their part, want to work with a team that ...

Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that ...

Business Journals Leadership Trust is an invite-only network of influential business leaders, executives and entrepreneurs in your community. To continue reading this ...

Recruiting new customers costs seven to nine times as much as it does to keep current customers from leaving. Besides the obvious foregone revenue, dissatisfied customers are not going to recommend ...

Image source: Getty Images Often in small business marketing, the focus is on selling to new customers. It's true that getting new business is exciting and fulfilling; it always feels great to land a ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Retaining plan sponsor clients requires understanding what those sponsors ...

Now is the time to brace your business for inflation. Costs are rising, and the Federal Reserve is tightening the faucet of easy money that has fueled growth since the onset of the pandemic. Your ...

Dallas-based The Functionary wins a Bronze Stevie Award for Fastest Growing Company, boasting 98% client retention and expanding globally with over 300 new hires in 2025, showcasing its innovative ...

There’s no such thing as a perfect market, but things have been especially challenging over the last few years. And in a tough economy, customer retention becomes more important than ever. What’s the ...

Customer experience isn’t the goal; retention is. Learn how CX, loyalty and NPS drive customer retention, reduce churn and ...