Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

A new job, a growing family, divorce, ailing parents, etc. There are many reasons for people to shop in today’s real estate market. So for the financial advisors and mortgage planning specialists ...

IMGCAP(1)] When was the last time you got a referral from an existing client? Last week, last month, last quarter or last year? Most partners that I work with get a handful of these kinds of referrals ...

Our data is clear on the power of relationship building. When you humanize the advisor/client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like ...

The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a ...

It is essential for business owners to define good customer and client service practices. While there are certain individual principles of quality customer care, there are also degrees and differences ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...