It is a shortage of retention discipline. Too many professionals treat retention like a campaign they will run later. They ...

The agents that report increased client retention are also more likely to have a positive opinion of using AI, according to ...

Your business needs to attract new clients and keep on top of current ones if you want them to stick with you for a long time. Luckily, there are several strategies to boost client retention and help ...

Marketing efforts are often heavily tied to the goal of attracting new customers to a business. However, this doesn’t mean your existing customer base should fall by the wayside. If anything, ...

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 ...

In most cases, business owners must strike a careful balance between client acquisition and client retention. Client acquisition refers to activities that help you attract new customers to the ...

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 ...

There are three reasons financial advisors should be choosing thoughtful gifts for clients year-round, according to industry experts: appreciation, retention, and business development. “If you’re just ...

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 ...

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 ...

Acquisition costs are climbing for structural reasons. Most DTC brands skip is the one that actually works.