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 ...

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 ...

A 2018 survey by Gladly found that 68 percent of customers say they’re willing to pay more for products and services from brands known for providing good customer service. Providing outstanding ...

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 ...

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 ...

Q: What do you recommend as a customer retention strategy? ACE Advises: I do not like surprises, especially at work. Finding out that a valued client has gone elsewhere is a most unwelcome surprise.

Customer retention refers to a company’s ability to retain its existing consumers over time. It is essential to the success of a business because it demonstrates the organisation’s ability to ...

While landlords, property managers and building owners have different responsibilities, they’re all striving to answer the same question: How can we best retain residents? Customer retention is the ...

Embarking on the journey of improving the customer experience on SaaS platforms has been a venture in my career as an entrepreneur. In a time characterized by advancements, ensuring client ...