New Customer Acquisition vs. Retention: Which is More Important for Facilitating Business Growth?

New customer acquisition brings you an opportunity to make new sales – that’s the cornerstone of a thriving and scalable business. Retention, on the other hand, is what fuels recurring business and creates loyalty that then grows into brand advocacy. Email marketing is where these two cross. Being able to acquire 40 times more clients […]
Master the Art of Scaling Your Accounting Business with Proven Tactics

What do you call an accountant with an opinion? An auditor. Accountant jokes aside, working in financial services is one of the most stressful jobs. Starting your own business comes with its own unique set of challenges, doesn’t it? It’s probably why many companies cower at the thought of scaling. Why go big when you […]
How to Stay Ahead of Market Trends and Guide Clients As A Financial Advisor

Competing market trends represent the cornerstone that enables financial advisors to offer significant guidance to their client base. Financial industry components transform continuously because of both economic transformations and regulatory modifications and technological development trends. Your ability to help clients achieve financial success improves through your market trend understanding and impact prediction skills as a […]
How Process Management Boosts Client Retention Rates

Effective process management can guarantee customer satisfaction and loyalty. By organizing your workflows, you can provide consistent and timely services, keep errors to a minimum, and trust your clients. A local bakery or a consulting firm should have a streamlined process that offers the client a seamless experience that will encourage him or her to […]