Looking to court clients in person and add value to its current services, Philadelphia real estate boutique Nochumson P.C. has more than doubled its square footage with its new lease, using the extra ...

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 ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

CPAs who want to survive in a turbulent business environment and grow their firms must emphasize maintaining a relationship with existing and potential clients—that means contacting them more than ...

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 ...

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 ...

Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

Maintaining regular contact with clients is key to providing the appropriate level of service. But how much contact should you provide — and how much is too much? Whether a client wants a phone call ...

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

The stock market has done well over the long term, but it doesn't go straight up. There has been a lot of volatility, which makes clients nervous. The Cboe Volatility Index (VIX) may be near ...