Acquiring new clients is expensive, hard work. Harvard Business Review reports that, depending on your industry, winning a new client is five to 25 times as costly as retaining an existing one. Ouch! Knowing how to build client loyalty pays. Client retention empowers...

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“Trust takes years to build and only five minutes to destroy.” “Trust takes years to build, a second to break, and forever to repair.” When you hear any variation of these statements—especially when they’re attributed to people like Warren Buffett—you probably accept...

Digital documentation offers certain advantages it would be silly to deny. In fact, it’s wise to back up all your valued documents to the cloud, from tax returns to cherished family photos. Print (or analog) documents, books and other collateral will admittedly never...

Recent research shows that 86 percent of all customers read local business reviews, while a whopping 91 percent of 18- to 34-year-olds trust online reviews as much as personal recommendations. Whether shopping for new shoes a tax preparer or a handyman, consumers rely...