Brokerage firms, regulators and legislators continue to work to prevent the financial exploitation of seniors and other vulnerable clients. Those close to such clients, such as family and friends, are ...

The No. 1 reason clients leave is lack of contact. And clients don't want to be called only because you're selling something. People like to hear market updates and your views on what's happening, of ...

Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

With no in-person contact for the last twelve months, the everyday interactions between client and agency have become where relationships are formed. When once the casual coffee or a working lunch ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. Processing Content A recent survey by Accenture Wealth and Asset Management Services told ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Weare a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Under Financial Services Reform ...