Client loyalty is critical to the success of a financial advisory practice. A loyal client base means less turnover, and it is much easier and less expensive to retain loyal clients than to acquire ...

Your frontline teams are your brand. They influence satisfaction more than any marketing campaign ever will. But they can't ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Try a little “brain-based sales and marketing,” suggests ASSPA’s Lisa Allen. Speaking about building a loyal client base this week at the ASSPA/NAPA 401(k) Summit, Allen offered the view that plan ...

Is your support team working remotely? My guess is that most, if not all, of you are working from home. With the assumption of working remotely, how would you rate the productivity of your team ...

Solomon Thimothy is the Founder of Clickx, where he works with agencies and clients to develop predictable and scalable growth strategies. Building an agency without customer loyalty is like trying to ...

Members pictured from left to right. [Image credit: Photos courtesy of the individual members.] The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, ...

Think about your most valuable client—a client you’d hate to lose. Can you recall a time you went way above and beyond for that client? Something they didn’t ask for, but that truly surprised and ...

This may surprise you, but one of the most important communications between you and your business clients is a sincere expression of gratitude. It seems so obvious, yet in our transactional business ...