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 ...

For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies. It turns out those costs ...

The lifeblood of every wealth management business and firm is growth in assets and in the number of clients. Very often, advisors become so focused on these goals that they pay little attention to the ...

A while back I asked if it was time to re-think the structure of your sales and client facing teams. Maybe you’ve had some reservations about how to make the transition. If you’re like many printing ...

Dr. Zehra Cataltepe, CEO TAZI.AI. Providing growth solutions to marketing teams with adaptive & explainable AI. Over 100 AI papers&patents. In the competitive landscape of financial services, client ...

Acquiring new clients is essential for fueling growth in your advisory business but there's no single way to approach it. Some of the most effective client acquisition strategies for financial ...

Acquiring new customers is the cornerstone of business growth, and crafting the right acquisition strategy plays an important role in achieving that goal. However, there are several reasons why these ...

Opinions expressed by Entrepreneur contributors are their own. Today I want to talk about a quick fix that can really impact your overall client acquisition results. It’s something I recommend to ...

To protect existing revenue streams, successful law firms invest heavily in client service, satisfaction, and relationships. But what about future revenue streams (aka prospective clients)? Often, and ...

Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of client data by accounting firms. However, while tools such as data analytics and ...