Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

For financial advisors and small business owners who are focused on developing and retaining loyalty among clients, the remote workplace reality in the virus era increasingly has ratcheted up anxiety ...

Is your support team working remotely? My guess is that most, if not all, of you are working from home. With the assumption of working remotely, how would you rate the productivity of your team ...

Now more than ever, you’re pursuing client loyalty against a backdrop of rapid change. But one thing that hasn’t changed is the trust clients place in their wealth advisors and family office firms.

Not every satisfied client is a loyal one. And when it comes to affluent clients, loyalty is even more crucial for your business-it grants you access to an ever-increasing sphere of high-net-worth ...

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 It is provided for historical reference. The content may be out of date and links may no longer function.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 ...

If a firm wants to retain its best clients, the ones who have high financial value, are less sensitive to fees, are most likely to buy multiple services, and are the best source of referrals, they ...

Loyalty programs make that possible. They empower loyalty marketers to build meaningful relationships, gather rich insights ...

Among other reasons, UTOPIA Fiber's customer satisfaction survey credited a no-contract model and local ownership for driving ...

Much depends on Victa’s Android technology, which Verifone says will allow merchants to gather and process customer data at ...