According to the Harvard Business Review, it can be 25 times more expensive to onboard a new client than it is to retain one. The Review also stated just a five per cent increase in retention can grow ...

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 ...

Business Journals Leadership Trust is an invite-only network of influential business leaders, executives and entrepreneurs in your community. To continue reading this ...

Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, ...

Almost a quarter of insurance brokers count client retention as their number one challenge, a survey by Legal and General has suggested. In addition to the 23 per cent who said it was their biggest ...

The startup world is full of high turnover in many cases when it comes to clients as well as employees. Processes not being nailed down can lead clients to look elsewhere if they feel like a startup ...

Dallas-based The Functionary wins a Bronze Stevie Award for Fastest Growing Company, boasting 98% client retention and expanding globally with over 300 new hires in 2025, showcasing its innovative ...

While new WTW data shows heightened vendor switching due to cost pressures, AdminaHealth earns high marks for stability, ROI, and data security leadership. The 2025 WTW U.S. Employer Benefits Strategy ...