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 ...

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 ...

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 ...

We too often treat client retention, loyalty, and internal business expansion as “soft” and something we assume will happen if we do everything else right. The long-held belief that satisfied clients ...

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 ...

Across the legal profession, the loss of valuable relationships is an industry-wide epidemic. For the majority of law firms, client retention clusters around the two to five years span. Turning ...

In todayʼs competitive agency marketplace, itʼs more difficult than ever to stand out from the crowd and retain clients. As AdWeek reports, it’s not uncommon for small-to-medium-sized firms to see ...

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

Grant Ellis first ran his advisory practices solely as qualified retirement plan advisement shops. Ellis, who now works out of his office in the Memphis, Tennessee, metropolitan area, had experience ...

The work of an agency is to plan and execute its clients’ strategies—but once a client’s initial goals have been reached, what comes next? It is a perennial challenge for agencies: the crucial task of ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. The business landscape is fierce. Your company is competing not only with your direct ...