Mid-career lawyers and other professionals are considering leaving their organizations in the next two years out of ...

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 ...

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 ...

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 ...

Lee Davis is a tech analyst who has been covering the document imaging industry for over five years. Currently, Lee is the Associate Director of Software and Scanners at Keypoint Intelligence, where ...

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 ...

There have been numerous studies done on client retention over the years, and while the exact figures vary, most suggest that it can be anywhere from five to 25 times more expensive to acquire a new ...

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 ...

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 ...

According to Remote Employee®, across more than 250 client businesses and 400-plus filled seats over five years, the company ...