Brokerage firms, regulators and legislators continue to work to prevent the financial exploitation of seniors and other vulnerable clients. Those close to such clients, such as family and friends, are ...
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 ...
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 ...
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 ...
Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...
Senior Vice President, Marketing General, Inc. To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you ...
The person in an organization contacted by a current or potential customer instantly becomes an important representative of the organization as a whole. The person you hire to be a point of contact ...
Client relationships are the bread and butter of any B2B business. But in a world where your clients are an email away, it’s getting harder and harder to build client relationships in a remote ...
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 ...