TorHoerman Law’s Rachal Rojas explains why firms need to build meaningful relationships with their clients, beyond just ...
“Over time, two of [Munro’s] high net-worth clients expressed dissatisfaction with their investment returns,” the settlement noted — and, to retain those clients Munro “initiated a scheme where, with ...
In an unpredictable economy, one of the most effective strategies for maintaining your company's growth is to focus on client ...
For a personal injury law firm, client retention is just as important as acquiring new business. Many law firms make the mistake of treating each case as a one-time transaction. However ...
Karen McColl, senior vice president of Wealth Management at Commonwealth, agrees that retaining next-generation ... about 70 percent of those clients are switching out their advisors," she told ...
N Kamakodi, Managing Director & CEO of City Union Bank, said that the bank is targeting a 15–16% growth in FY26, with retail ...