Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

And now CurrentClient has raised $1.25 million in seed funding in a capital raise led by Thicket Ventures, which ...

The best practice when discussing a new matter with a prospective client (or a current client) is to perform and clear a conflict check before acquiring any information the prospective client ...

In a world that prioritizes keeping up with trends, it can be easy to forget that there can be significant value and growth potential in sticking with what—or who—you know. When it comes to ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

Most advisors recognize the growth potential in their current client base and ask their clients for referrals to people they know. After all, adding new clients to their practice is the lifeblood of ...