Financial advisors who delegate investment management to third-party platforms are reporting measurable gains in client ...

Long-term customers generate more predictable revenue, stronger referral networks, and better product feedback loops.

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 ...

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 ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. Now is the time to brace your business for inflation. Costs are rising, and the Federal Reserve is tightening the faucet of easy money ...

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 ...

Bullarion says it gives traders access to more than 16,000 instruments, pays 5.4% on eligible balances, and keeps 95% of its ...

Please note: This item is from our archives and was published in 2021. It is provided for historical reference. The content may be out of date and links may no longer function. Greg Lockhart is the ...

Financial advisors did a good job holding on to their clients during the tumultuous pandemic year of 2020, according to the PriceMetrix report released today by global management consulting firm ...

According to a statistic by Marketing Metrics, you are from 3 to 14 times more likely to convince an existing customer to make a repeat purchase than you are to convince a totally new customer to make ...

Research by Fred Reichheld of Bain & Company showed that increasing customer retention by just 5% can lift profits by 25% in ...