In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

Long-term customers generate more predictable revenue, stronger referral networks, and better product feedback loops.

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 ...

Customer retention has never been more important to an organization’s bottom line, but achieving it means doubling down on the connection between employees and customers. Here’s why it works, and how ...

Independent advisors are proving to be incredibly effective at keeping clients, as Charles Schwab’s latest RIA Benchmarking Study says client retention has remained at 97% for participating firms over ...

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 ...

Please note: This item is from our archives and was published in 2021. It is provided for historical reference. The content may be out of date and links may no longer function. Greg Lockhart is the ...

For all kinds of businesses, in all industries, and of all shapes and sizes, finding and attracting customers has long been a primary area of focus. And certainly that makes sense. Without customers, ...

Manu Mathew is CEO & Cofounder of Cohora, a platform that helps brands drive customer growth, retention and advocacy through engagement. In an era where digital experiences shape every brand ...

The adoption of newer technologies like artificial intelligence is poised to help law firms create greater efficiencies, but the effect on a firm's bottom line remain in question. Law firm leaders ...

Hirsh Goswamy, Vice President of Marketing at Livionex Inc. & Fellow at OnDeck. In business, growth is generally associated with acquiring new customers. However, focusing solely on prospective ...

According to Remote Employee®, across more than 250 client businesses and 400-plus filled seats over five years, the company ...