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 ...

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 ...

Client retention has long been one of the most enduring and expensive problems facing the fitness industry. Estimates indicate that gyms and personal trainers are losing roughly 30% to 50% of their ...

Financial advisors who retained 95 percent of their clients increased total assets under management by 25 percent over a four-year period, versus a 12 percent increase in AUM for advisors who retained ...

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 ...

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 ...

Business Journals Leadership Trust is an invite-only network of influential business leaders, executives and entrepreneurs in your community. To continue reading this ...

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 ...

Dallas-based The Functionary wins a Bronze Stevie Award for Fastest Growing Company, boasting 98% client retention and expanding globally with over 300 new hires in 2025, showcasing its innovative ...

Image source: Getty Images Often in small business marketing, the focus is on selling to new customers. It's true that getting new business is exciting and fulfilling; it always feels great to land a ...