#client-retention

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How Agency of the Year Born Social made 2024 'the year of the social-first rebrand'

Born Social won Agency of the Year by increasing client spend and retention while championing a social-first strategy and innovation.
#business-strategy

Amy Stockberger explores her brokerage's quest for 'lifetime home support'

Amy Stockberger's Lifetime Home Support model enhances real estate service, improving client retention through comprehensive support beyond transactions.

eBook Launch: The New Client Onboarding Checklist

A comprehensive onboarding checklist is essential for building rapport and ensuring client satisfaction.
Effective onboarding involves personalizing support and utilizing client feedback for continuous improvement.

Amy Stockberger explores her brokerage's quest for 'lifetime home support'

Amy Stockberger's Lifetime Home Support model enhances real estate service, improving client retention through comprehensive support beyond transactions.

eBook Launch: The New Client Onboarding Checklist

A comprehensive onboarding checklist is essential for building rapport and ensuring client satisfaction.
Effective onboarding involves personalizing support and utilizing client feedback for continuous improvement.
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When rates skyrocketed, mortgage servicing reset the board. The next battle is about to begin

Mr. Cooper plans to leverage its client base and technology investment to enhance retention and drive mortgage origination volume.
The Flagstar acquisition reinforces Mr. Cooper's position as the leading servicer in a competitive market.
#client-acquisition

Customer Acquisition vs. Retention for Financial Advisors

Balancing client acquisition and retention is essential for advisory business growth.

5 Sales Strategies for Financial Advisors

Financial advisors use targeted sales strategies for client acquisition and retention.

Customer Acquisition vs. Retention for Financial Advisors

Balancing client acquisition and retention is essential for advisory business growth.

5 Sales Strategies for Financial Advisors

Financial advisors use targeted sales strategies for client acquisition and retention.
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Payroll Sales Surge: Pump Up Your Client Base With Essential Marketing Techniques

To stand out, payroll software companies must focus on building a solid reputation, providing user-friendly solutions, retaining clients, and offering various features to satisfy demanding clients.

7 Financial Advisor Business Growth Strategies

Business development aims to fuel growth and profitability by attracting clients through effective strategies such as referrals and professional networks.
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