With each passing year, new challenges for tax preparers present themselves. One thing that hasn’t changed is that you need to start preparing long before your busy season begins. Whether you’re ...

In most cases, business owners must strike a careful balance between client acquisition and client retention. Client acquisition refers to activities that help you attract new customers to the ...

Retaining clients is as crucial to the health of your business as acquiring new ones. Perhaps even more so. The best clients, and the ones you can reliably count on to run a successful company, are ...

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 ...

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 ...

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 ...

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 ...

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 ...

Effective strategies matter: From building relationships on shared values to empowering customer service teams, offering omnichannel support, personalizing communications, and rewarding loyalty can ...

Repeat customers are the most important thing a company can have to ensure long-term success. With the economy recovering ever so slowly, retaining customers as an agency should be high on the list of ...

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 ...

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 ...