Articles

Building Customer Loyalty with Thoughtful Action One of the most effective ways to nurture client relationships and enhance customer loyalty is implementing a “Surprise & Delight” process. This is a way to show your clients that you’re thinking about them, and that you care about what’s important to them. In fact, studies show that memorable experiences created by a “Surprise and Delight” effort make clients feel more listened to and more appreciated. “Surprise and Delight” has a direct impact on retaining clients as well as acquiring new clients through referrals.

One of the best ways to grow your business is through referrals from other professionals. How do you identify and nurture center of influence (COI) partnerships to ensure that they are mutually beneficial? Follow this 3-step process.

In the life of every business, the issues of succession planning become part of retirement discussions. Planning ahead for that day, and aligning your business for an eventual transfer, is one of the smartest things you can do. Here are five things you need to know.

Do you plan to retire in the near future? Do you have enough life insurance or other assets to care for your family if you are not around? Do you have a high-risk lifestyle? A continuity plan is important to have in place — here's why.

How prepared are you — and your practice — for unexpected disruptions? Improvising during a crisis isn’t ideal and can lead to unnecessary stress for both you and your clients. To instill client confidence, ensure business continuity, and emerge stronger from unexpected events, you need a plan.

Many financial professionals aren’t so sure. The good news is that there are steps you can take to protect your business.