For much of the past decade, e-commerce growth followed a predictable playbook. Brands prioritized customer acquisition at ...

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 ...

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 ...

Early engagement, onboarding quality, and integrated digital experiences emerge as the strongest predictors of long-term client retention.

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 ...

Financial advisors who retained 95 percent of their clients increased total assets under management by 25 percent over a four-year period, versus a 12 percent increase in AUM for advisors who retained ...

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 ...

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 ...

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

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 ...

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 ...

Dallas-based The Functionary wins a Bronze Stevie Award for Fastest Growing Company, boasting 98% client retention and expanding globally with over 300 new hires in 2025, showcasing its innovative ...