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 ...

How online communities, through building dialogue, support and shared learning, are resurfacing as a powerful collaborative tool for customer engagement. A throwback to the beginnings of the internet, ...

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 ...

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 ...

The strange thing about working in the home comfort industry is that you are never able to get too comfortable. This is an industry of unavoidable weather-driven peaks and valleys where extremes can ...

The first year of an advisors' relationship with a client is the easy part. It's the second, third and fourth years that are much more critical to achieve long-term retention, a new study finds. Other ...

Accountants in small firms should pay more attention to the frequency of contact and the way they interface with clients. Most firms only reach out on an as-needed basis revolving around a tax or ...

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 ...

You finally land that big client—the one you have been after for months. Or your most loyal client sends a handful of referrals your way, and you want to build a genuine relationship with them. Or ...

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

For almost every business and business model, it’s much more costly to acquire a new customer than to retain and grow a current customer. Many organizations put a huge focus on sales, marketing and ...