In coaching, connection is everything. But staying meaningfully engaged with clients, prospects and followers requires intentional outreach that reflects each individual’s needs, communication style ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...

Learn four LinkedIn methods for financial advisors to connect with clients and boost networking, improving client relationships and prospect engagement.

Advisers are warming up to social media. More financial advisers are jumping onto Twitter and using social-networking platforms to communicate news and information with clients, according to a new ...

I admit to reading about 25 periodicals (still love that hard copy) and thousands of emails a week from firms around the country. I am a “news junkie” for sure. Nothing gives me more pleasure than ...

Finding Out What Happens to Former Clients, by Ritu Nayyar-Stone and Harry P. Hatry, urges social-service organizations to survey their clients months or even a year after the clients have used the ...

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 ...

Avoid keeping too much cash; use bank machines for big purchases. Focus on storage and organization to handle growing product demands. Stay in touch with clients, utilize dealers, and hire workers to ...

As the holiday season approaches, many service-based solopreneurs will find themselves at a critical point where balancing their workload and sustaining revenue becomes paramount. With clients often ...