According to the Harvard Business Review, it can be 25 times more expensive to onboard a new client than it is to retain one. The Review also stated just a five per cent increase in retention can grow ...

Buyer's remorse leads not just to chargebacks, returns, and negative reviews but also churn. When a client slips away with feelings of regret, you won't see the consequences just in your profit and ...

Grant Ellis first ran his advisory practices solely as qualified retirement plan advisement shops. Ellis, who now works out of his office in the Memphis, Tennessee, metropolitan area, had experience ...

BERKELEY HEIGHTS, N.J.--(BUSINESS WIRE)--The Center For Client Retention (TCFCR) has announced plans to open a new Small Business Division to provide customer satisfaction and loyalty research for ...

The work of an agency is to plan and execute its clients’ strategies—but once a client’s initial goals have been reached, what comes next? It is a perennial challenge for agencies: the crucial task of ...

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 ...

Your existing clients are the low-hanging fruit of business development. They are right in front of you, ripe and ready. But even low-hanging fruit needs to be picked. Building strong relationships ...

Client retention is a key focus for advisers in 2026, according to a survey by TFAS Compliance Services. However, more than ...