For this month's HUDDLE, we focus on client service and how to work toward client retention—one of the most impactful successes for any firm.

Does your firm have customers or clients? Customers buy a service once; clients have established a long-term relationship. Your firm can be ALL IN for client relations.

We have learned over the years there are 15 solid reasons clients leave firms they’ve built long-term working relationships with. Does your firm have a culture of client service to mitigate this?