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 ...

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 ...

In small business, retaining customers is just as important (if not more so) than finding new customers. Loyal customers don't just increase the money in your bank account, they become brand advocates ...

Your existing clients are the low-hanging fruit of business development. They are right in front of you, ripe and ready. But even low-hanging fruit needs to be picked. Building strong relationships ...

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 ...

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 ...

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 ...

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 ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Fact checked by Vikki Velasquez If becoming a successful financial advisor were easy, everyone would do ...

The holiday season is a great time to drive big revenue numbers from your existing customer base, but it’s also an incredibly powerful time to introduce new customers to your brand. In fact, up to 46% ...

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