LISLE, Ill., Nov. 7, 2019 /PRNewswire/ -- Technology innovator Stikkum, a leading vendor in the mortgage client retention space, has launched a new platform to help experts in this space turn ...

Please note: This item is from our archives and was published in 2021. It is provided for historical reference. The content may be out of date and links may no longer function. Greg Lockhart is the ...

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 ...

New resource helps restaurant CMOs transform first-time guests into loyal regulars through data-driven loyalty programs ...

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 ...

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 ...

Independent advisors are proving to be incredibly effective at keeping clients, as Charles Schwab’s latest RIA Benchmarking Study says client retention has remained at 97% for participating firms over ...

Amid the relentless pandemic, client experience has taken on new meaning. Organizations across all industries are reinventing themselves repeatedly and reorienting their customer service and ...

Hirsh Goswamy, Vice President of Marketing at Livionex Inc. & Fellow at OnDeck. In business, growth is generally associated with acquiring new customers. However, focusing solely on prospective ...

In most cases, business owners must strike a careful balance between client acquisition and client retention. Client acquisition refers to activities that help you attract new customers to the ...

What makes you unforgettable? The famous saying “People will forget what you said, people will forget what you did, but people will never forget how you made them feel" resonates with people who focus ...

Every time our company brings on a new customer, it’s cause for celebration. But, in my mind, it’s just as satisfying when we get the green light from a current client saying they want to sign on the ...