Q1 2026 Management view "I'd like to begin by welcoming John Martin as our new Chief Financial Officer. Succeeding Mark Jones, Jr., who has been promoted to President and COO." (President, CEO & ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

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 ...

Set smarter bids using first-party data, customer match lists, and lifecycle segmentation, while avoiding common reporting ...

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 ...

A good client experience can be the dividing line between success and failure. In client service, building transparency and rapport with clients, who, for their part, want to work with a team that ...

Recruiting new customers costs seven to nine times as much as it does to keep current customers from leaving. Besides the obvious foregone revenue, dissatisfied customers are not going to recommend ...

Image source: Getty Images Often in small business marketing, the focus is on selling to new customers. It's true that getting new business is exciting and fulfilling; it always feels great to land a ...

We too often treat client retention, loyalty, and internal business expansion as “soft” and something we assume will happen if we do everything else right. The long-held belief that satisfied clients ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Retaining plan sponsor clients requires understanding what those sponsors ...

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