Gaining and losing clients is inevitable in agency work. Follow these tips to make transitions seamless and maintain positive relationships. Winning and losing clients is part of the agency business.

When it comes to layoffs in today’s online world, companies must focus on providing the best experience possible for departing employees, not only because it’s the right way to treat these individuals ...

Some 72 per cent of advisers say they are ending relationships with more clients than usual. A report by NextWealth, in partnership with HUB Financial Solutions and Vanguard, found 66 per cent of ...

The majority (72%) of advisers are ending relationships with more clients than usual, new research by NextWealth has found. During 2024, 66% of advisers have identified clients they plan to part ways ...

Onboarding new employees is an important practice that supports your company culture, establishes the smooth transition of job responsibilities and makes employees feel valued. Offboarding has the ...

Should old acquaintance be forgot? Adviser firms reviewing their customer base in the New Year may well decide in some cases the answer is ‘yes’. Commercial and regulatory pressures are driving ...

Introducing a new person to your company should take some time and perspective, but that’s not always the case—especially with clients. Employees often receive thoughtful induction experiences that ...

Some of your customers will eventually leave. No one wants to admit it, but no matter how much value you provide, a few people will drift away. You can't entirely prevent it from happening. But if you ...

Gaining and losing clients is inevitable in agency work. Follow these tips to make transitions seamless and maintain positive relationships. Matthew Perry Gifted Lisa Kudrow the ‘Friends’ Cookie Jar ...