This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. JJ Mazzo is the Executive Vice President at CrossCountry Mortgage, IMPACT Business Coach ...

Customer retention drives sustainable growth. Learn how to reduce churn, build customer loyalty, and turn existing customers into lifelong customers.

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

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 ...

Across the legal profession, the loss of valuable relationships is an industry-wide epidemic. For the majority of law firms, client retention clusters around the two to five years span. Turning ...

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 ...

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 ...

Chief Executive Officer Matt Baer said the online personal styling company’s transformation efforts helped drive fiscal-year ...

An analysis of Zoe Financial's own platform records covering more than 7,000 clients found that fee type was more closely ...

Working from those insights, MAPFRE redesigned its cancellation process. They created a dedicated retention team specialized in handling cancellation requests. The agents were trained using the ...

MED's revenue is stabilizing as coach productivity and client retention improve, though a shrinking coach base continues to weigh on results.