LISLE, Ill., Nov. 7, 2019 /PRNewswire/ -- Technology innovator Stikkum, a leading vendor in the mortgage client retention space, has launched a new platform to help experts in this space turn ...

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 ...

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 ...

Acquiring new clients is one of the top priorities for your business. But client retention is equally important. A high client turnover rate can be detrimental to your bottom line. And it may deter ...

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...

Every time our company brings on a new customer, it’s cause for celebration. But, in my mind, it’s just as satisfying when we get the green light from a current client saying they want to sign on the ...

We’ve all been in situations where we’ve felt like we were “taking two steps forward and one step back.” That’s exactly ...

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 ...

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 ...

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 ...

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In marketing, attracting new customers is only one half of the equation; businesses must also focus on how to keep those customers once they earn them. Sending customer retention emails is one way to ...