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 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 ...

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 ...

Often in small business marketing, the focus is on selling to new customers. It's true that getting new business is exciting and fulfilling; it always feels great to land a new sale or launch a ...

Improving the overall customer experience (CX) is essential for client retention and ROI growth. An effective CX strategy can help businesses retain clients even when competitors offer lower prices, ...

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 ...

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 ...

While landlords, property managers and building owners have different responsibilities, they’re all striving to answer the same question: How can we best retain residents? Customer retention is the ...