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 ...

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

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 ...

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 an art, really. Three-in-four sales professionals claim that cross-selling accounts for 30% of their revenue. Accounting firms have untapped potential in their existing client base ...

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 ...

Selling time caps your business at your calendar. Here is how to productise your expertise into assets that sell without ...

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 ...

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 ...

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," ...