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 ...

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 ...

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 ...

Lee Davis is a tech analyst who has been covering the document imaging industry for over five years. Currently, Lee is the Associate Director of Software and Scanners at Keypoint Intelligence, where ...

Opinions expressed by Entrepreneur contributors are their own. Now is the time to brace your business for inflation. Costs are rising, and the Federal Reserve is tightening the faucet of easy money ...

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 ...

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 ...

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 ...

Staircase Handoff Analyst (launched today) pulls out the relevant information from sales conversations, including deal history, key stakeholders and what the customer is trying to achieve. The result ...

Apple doesn’t just sell products. It builds relationships.

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 ...