Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

A new job, a growing family, divorce, ailing parents, etc. There are many reasons for people to shop in today’s real estate market. So for the financial advisors and mortgage planning specialists ...

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 ...

Let’s face it: in today’s market, being an excellent lawyer isn’t enough. Your clients aren’t just seeking legal acumen – they’re craving an experience that makes them feel understood, valued, and ...

IMGCAP(1)] When was the last time you got a referral from an existing client? Last week, last month, last quarter or last year? Most partners that I work with get a handful of these kinds of referrals ...

Our data is clear on the power of relationship building. When you humanize the advisor/client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...

When it comes to sales, effective communication is key, regardless of your position in the industry. Building a good rapport with current and prospective clients is always crucial. Even Michael Scott, ...

Studies show 80% or more of clients’ children will leave their parents’ advisor once they receive their inheritance. Eighty percent. Just think about that for a minute. That means for every five ...

And now CurrentClient has raised $1.25 million in seed funding in a capital raise led by Thicket Ventures, which ...