It is a shortage of retention discipline. Too many professionals treat retention like a campaign they will run later. They ...

PLANO, Texas, July 14, 2026--4impactdata launches 4ID Foresight™, an early-warning intelligence platform helping CPA firms ...

Your business needs to attract new clients and keep on top of current ones if you want them to stick with you for a long time. Luckily, there are several strategies to boost client retention and help ...

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 ...

Every time our company brings on a new customer, it’s cause for celebration. But, in my mind, it’s just as satisfying when we get the green light from a current client saying they want to sign on the ...

Reengaging past clients can create new business and save money. Learn strategies for reengaging former clients and the benefits of client reengagement.

Opinions expressed by Entrepreneur contributors are their own. Now is the time to brace your business for inflation. Costs are rising, and the Federal Reserve is tightening the faucet of easy money ...

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 ...

Financial advisors did a good job holding on to their clients during the tumultuous pandemic year of 2020, according to the PriceMetrix report released today by global management consulting firm ...

What happens when the deal is done, and the project is handed off to the client success team? Here are four ways your client success team can support retention and revenue growth after the sale has ...

HLB partnered with McorpCX to deliver a report offering tailored industry insights and guidance.

Long-term customers generate more predictable revenue, stronger referral networks, and better product feedback loops.