Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

Advisers spend a lot of time thinking about where their next client will come from. It's an important question. But I think there's another one worth asking: Have you earned the opportunity to manage ...

Most advisors recognize the growth potential in their current client base and ask their clients for referrals to people they know. After all, adding new clients to their practice is the lifeblood of ...

I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...

I am thinking about going into business with another business that has an existing client base of 250 customers. The potential partner states that this would be part of his investment. He has stated ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

This article covers how web production companies can plan proposals for existing clients using an annual proposal calendar ...

Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...

Numerous stats show that customer retention is a key component of a business's growth strategy. Companies spend a lot on keeping customers coming back for more. However, a lot of companies don't see ...

The Treasury Department encouraged banks to prioritize existing clients when issuing Paycheck Protection Program loans — which put the neediest small businesses at a disadvantage, according to a new ...