LISLE, Ill., Nov. 7, 2019 /PRNewswire/ -- Technology innovator Stikkum, a leading vendor in the mortgage client retention space, has launched a new platform to help experts in this space turn ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Retaining plan sponsor clients requires understanding what those sponsors ...

Grant Ellis first ran his advisory practices solely as qualified retirement plan advisement shops. Ellis, who now works out of his office in the Memphis, Tennessee, metropolitan area, had experience ...

The work of an agency is to plan and execute its clients’ strategies—but once a client’s initial goals have been reached, what comes next? It is a perennial challenge for agencies: the crucial task of ...

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 ...

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 ...

We’ve all been in situations where we’ve felt like we were “taking two steps forward and one step back.” That’s exactly ...

Recruiting new customers costs seven to nine times as much as it does to keep current customers from leaving. Besides the obvious foregone revenue, dissatisfied customers are not going to recommend ...

At its core, it uses advanced machine learning algorithms to improve financial customer data collection, transaction pattern recognition, and predictive modeling. By automating complex analytical ...

@2024 - All Right Reserved.