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How to Balance Client Acquisition with Retention in Your Small Law Firm

How to Balance Client Acquisition with Retention in Your Small Law Firm
marketbusinessnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from marketbusinessnews.com Daily Mail and Mail on Sunday newspapers.

Exceptional-service , Client-communication , Targeted-marketing , Strong-online-presence , Client-relationships , Client-feedback , Value-added-services , Client-centric-culture , Client-acquisition ,

HSB Canada Welcomes Jeff Walker, Chief Distribution Officer

HSB Canada Welcomes Jeff Walker, Chief Distribution Officer
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

San-francisco , California , United-states , Munich , Bayern , Germany , Toronto , Ontario , Canada , John-mulvihill , Silvana-martins , Jeff-walker

Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors

The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology firms, is set to take place on July 12th at 2 pm ET. Craig Iskowitz, CEO of Ezra Group, will lead the panel.

Arizona , United-states , California , Georgia , Craig-iskowitz , Andrew-altfest , Anand-sheth , James-hill , Ezra-group , Automation-summit , Financial-advisors , Redtail-technologies

Should You Be Using a Robo-Advisor?

These seven questions can help you decide if robo-advice is right for you.

United-states , Monte-carlo , Capital-one , Vanguard-personal-advisor-services , Cerulli-associates , Ellevest-inc , Advisor-landscape , Seriesi-savings-bonds , Capital-one-investing , Certified-financial-planner , Fidelity-personalized-planning , Schwab-intelligent-portfolios-premium

Niche clients at financial planning firms | Financial Planning

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

Samuel-deane , Tobias-salinger , Anand-sekhar , Fidelity-investments , Deane-wealth-management , Financial-planning , Practice-and-client-management , Client-acquisition , Marketing , Strategic-plans ,

Cohen & Co. adds the most SEC clients in Q1 2023

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

Philadelphia , Pennsylvania , United-states , Big-four , Ernst-young , Firm-cohen-co , Exchange-commission , Rollins-inc , Sensata-technologies-holding , Monster-beverage-corp , Unisys-corp

The future of acquisition marketing

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.

Client-acquisition ,

In the blogs: Game plans

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

Virginia , United-states , Rosenberg-associates , Tax-policy-center , National-association-of-tax-professionals , Tax-professionals , United-statesa , House-republicans , Tax-tools , Irs , Tax-preparation

Always be networking. Here's how

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

Mexico , Tulum , Quintana-roo , Yiannis-gavrielides , Bureau-of-labor-statistics , Commerce-or-rotary-club , Labor-statistics , Practice-and-client-management , Rias , Professional-development , Client-acquisition , Client-retention

How to optimize your website for leads

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

Google , Microsoft , Pay-now , Technology , Websites , Client-acquisition , Client-retention , Practice-management , Practice-and-client-management ,