In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

CPAs who want to survive in a turbulent business environment and grow their firms must emphasize maintaining a relationship with existing and potential clients—that means contacting them more than ...

Maintaining regular contact with clients is key to providing the appropriate level of service. But how much contact should you provide — and how much is too much? Whether a client wants a phone call ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

The No. 1 reason clients leave is lack of contact. And clients don't want to be called only because you're selling something. People like to hear market updates and your views on what's happening, of ...

The stock market has done well over the long term, but it doesn't go straight up. There has been a lot of volatility, which makes clients nervous. The Cboe Volatility Index (VIX) may be near ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Senior Vice President, Marketing General, Inc. To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you ...

There is an old expression that says it is more important to reach the people who count than it is to count the people you reach. It is a paean to target marketing that financial advisors should take ...

100% of our first-year students participate in at least one pro bono community experience as part of their required 1L First Client Contact Experience and many choose to volunteer for multiple service ...