I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...

David Gaffen oversees the stocks team, having joined Reuters in May 2009. He spent four years at the Wall Street Journal, where he was the original writer of the web site's MarketBeat blog. He has ...

Accounting and IT consulting firms tend to have tunnel vision when it comes to mining their existing clients for additional work. Either they don’t think about how to make more money with their ...

I am thinking about going into business with another business that has an existing client base of 250 customers. The potential partner states that this would be part of his investment. He has stated ...

Numerous stats show that customer retention is a key component of a business's growth strategy. Companies spend a lot on keeping customers coming back for more. However, a lot of companies don't see ...

Cross-selling is the lifeblood of every professional services firm. It's also the bane of accounting firm partners saddled with time-intensive tasks. As with so many critical business activities, the ...

The Treasury Department privately encouraged banks to prioritize existing clients when implementing the federal government's Paycheck Protection Program, which provided coronavirus relief to small ...

If you’ve been lucky enough to live and work in Maine, you already know there are few places better. But along with the unspoiled beauty comes a reality that every business owner eventually faces: ...

Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...

Reassuring your customer base that you value their business and want them to succeed—whether they’re up or down—is what really matters and builds better partnerships. Members pictured from left to ...

As Morgan Stanley's earnings continue to plummet, the firm's brokers are doing all they can to weather the market's storm mainly by maintaining their existing client base. "That's what I'm doing," ...