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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...