What's the Story Behind Client Porter? Client Porter started on an ordinary Saturday morning, where two daughters came home to visit their dad. While sitting around the kitchen table drinking tea, Dad told his daughters about his recent meeting with a financial advisor. He stood up to grab a package sent by the financial advisor: gourmet coffee, a branded pen, and a folder.  Well, Dad immediately threw the pen and folder in the trash, as he has an office full of supplies. And, since he's an avid tea drinker, he put the coffee into the back of the cabinet. In other words,

Client Acquisition is the process of gaining new clients, which tends to include a marketing and advertising budget, while client retention involves maintaining the clients that you’ve onboarded. Client retention includes developing a personal and thoughtful relationship with your clients. Many firms spend a lot of time and money on client acquisition, but many forget about the countless benefits of nurturing your current client relationships. Here are the top 3 reasons why you should focus on nurturing your client relationships.  Client acquisition costs 5x more than client retention Research shows that it’s 5 times more expensive to attract a new client, than it

Did you know, it’s 5 times more expensive to attract a new client, than it is to retain an existing client? The easiest way to retain your clients is to build personal and thoughtful relationships over time. Delighting your clients doesn’t have to be complicated. Here are a few easy ways to make your clients feel special.  Acknowledge Important Moments: A simple way to build a relationship with your client is to help them celebrate their happy life moments. Keep a record of your client’s important life moments, such as birthdays, anniversaries, and business milestones. Then, give them a call or

Why is gifting important? As a company, gifting can be one of the best ways to develop new connections, nurture relationships, and solidify bonds. Gifts provide an optimal medium to show the recipient that you’re willing to put in extra effort to show how much you care.  While living in an age of abundant technology, gifting can help push through the constant noise, and bring a moment of nostalgia and connection to your clients and employees.  What are the best gifting circumstances? 1.After Your Initial Meeting  There is a lot of preparation work that happens before meeting with your client. You research thoroughly, develop your

Whether you've been a at your firm for years, or you're just starting out, the number one rule for success is: Keep What's Yours. Specifically keep your clients, by continually practicing the science of client retention. Your client retention strategy is the sum total of all activities that ensure each and every one of your clients is happy, recommends your services and continues to do business with you. Studies show that client retention is the single most important activity for any company. After all, it doesn’t matter how many new clients you bring in if you can’t keep them. When evaluating your client

A proper client retention strategy works by finding ways to keep existing customers engaged in your business. You might be thinking “Why is client retention so important to my business strategy?” Here are three facts you might not know about client retention.  It is far more expensive to acquire new clients than to retain your current ones It costs 5 times more to acquire a new client than it does to retain a current one. Many companies focus all of their time, energy, and money into acquiring new business, without realizing that it is much more profitable to work to retain current

In this unpredictable world, the only thing you can control is your relationship with your clients. Building a strong relationship is where you can stand out and flourish among your competitors. This season, celebrate Mother's Day by focusing on the moms on your client list: For the Moms who love traveling: 1.Scratch-off Travel Map 2. Personalized Leather Luggage Tag and Passport Holder 3. Leather Bound Travel Journal For the Dog Moms: 4. Personalized Dog Bowls and Treat set 5. New Luxury Leash and Collar set 6. Aesop Animal Wash and Bamboo Brush For the Hard-Working Moms: 7. Spa Gift Basket 8. Tea, honey, and gourmet snack set 9. Activity box they can

With Valentine’s Day approaching, it’s a great time of year to strengthen client relationships. Many people send gifts over Christmas and New Years, but very few make an effort for Valentine's Day, which means your gift is more likely to be noticed and appreciated. Sometimes it can be tricky to find the perfect gift. Here are unique ideas that are sure to surprise and delight your clients. Personalized Leather Bookmark with a Book Recommendation Winter is the perfect time to curl up with a new good book. Take a few minutes to think about your client's interests so you can send a book that