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 ...

Independent advisors are proving to be incredibly effective at keeping clients, as Charles Schwab’s latest RIA Benchmarking Study says client retention has remained at 97% for participating firms over ...

Customer retention has never been more important to an organization’s bottom line, but achieving it means doubling down on the connection between employees and customers. Here’s why it works, and how ...

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 ...

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 ...

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 ...

Manu Mathew is CEO & Cofounder of Cohora, a platform that helps brands drive customer growth, retention and advocacy through engagement. In an era where digital experiences shape every brand ...

Customer retention today is considered a critical factor of success and is more important than mere transactions to building lasting relationships and loyalty. Acquiring a new customer can be ...

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 ...

It is critical for a business to draw in customers, but the ultimate goal is to get those customers to return and become regular buyers. Through effective marketing and other actions, you can turn a ...

Marketing efforts are often heavily tied to the goal of attracting new customers to a business. However, this doesn’t mean your existing customer base should fall by the wayside. If anything, ...