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 ...

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 ...

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 ...

Bringing on and training more junior advisers is vital to client retention, with younger advisers ready to take on accounts from their seasoned counterparts. Advisers who have experience training more ...

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 ...

In todayʼs competitive agency marketplace, itʼs more difficult than ever to stand out from the crowd and retain clients. As AdWeek reports, it’s not uncommon for small-to-medium-sized firms to see ...

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

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 ...

Behavioral scientists at Morningstar have discovered investment performance isn’t quite as important as trust, communication and a little bit of therapy when it comes to client retention in the field ...

Businessolver ®, a leader in benefits administration technology and artificial intelligence, closed 2025 with strong client loyalty and measurable service performance, including ...