I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...

RIAs are uniquely positioned to drive organic growth by empowering advisors with tools, insights and infrastructure ...

I am thinking about going into business with another business that has an existing client base of 250 customers. The potential partner states that this would be part of his investment. He has stated ...

Accounting and IT consulting firms tend to have tunnel vision when it comes to mining their existing clients for additional work. Either they don’t think about how to make more money with their ...

Cross-selling is the lifeblood of every professional services firm. It's also the bane of accounting firm partners saddled with time-intensive tasks. As with so many critical business activities, the ...

Numerous stats show that customer retention is a key component of a business's growth strategy. Companies spend a lot on keeping customers coming back for more. However, a lot of companies don't see ...

Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...

Reassuring your customer base that you value their business and want them to succeed—whether they’re up or down—is what really matters and builds better partnerships. Members pictured from left to ...

Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

As Morgan Stanley's earnings continue to plummet, the firm's brokers are doing all they can to weather the market's storm mainly by maintaining their existing client base. "That's what I'm doing," ...

The Treasury Department privately encouraged banks to prioritize existing clients when implementing the federal government's Paycheck Protection Program, which provided coronavirus relief to small ...