Page 2 - Client Acquisition News Today

In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.

The Cleveland-based Top 50 Firm netted 10 new clients thanks to a recent acquisition.

The world of marketing has been significantly shaken up. For already regulated industries like financial services, insurance and telecommunications, marketers must adapt to massive changes and challenge the status quo of acquisition to meet their goals.

Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.

Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.

Offer value to financial advisor-adjacent professionals and prospective clients to distinguish yourself among a rapidly expanding cohort of FAs.

Brian Hall, author of "Your Website Sucks," discusses how accounting firms can optimize their websites to generate leads.

Once you know the difference, you can reap the rewards.

Overall new client additions — and departures — continue to rise, thanks to M&A.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.