In most cases, business owners must strike a careful balance between client acquisition and client retention. Client acquisition refers to activities that help you attract new customers to the ...

For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies. It turns out those costs ...

The lifeblood of every wealth management business and firm is growth in assets and in the number of clients. Very often, advisors become so focused on these goals that they pay little attention to the ...

Dr. Zehra Cataltepe, CEO TAZI.AI. Providing growth solutions to marketing teams with adaptive & explainable AI. Over 100 AI papers&patents. In the competitive landscape of financial services, client ...

Every business needs a customer acquisition plan if it hopes to keep growing. However, bringing in new leads and converting them into paying clients can be trickier than it seems, especially in a ...

You most likely have an idea on what it costs to acquire a new client. Depending on your industry and price point this can range from a few dollars to several hundred dollars. You can calculate your ...

Acquiring new clients is essential for fueling growth in your advisory business but there's no single way to approach it. Some of the most effective client acquisition strategies for financial ...

Editor's note: This is Part 1 of our two-part series on the retention reset. Today’s installment tackles the why: the post-ZIRP correction, why acquisition-first economics are failing and why ...

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