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Poll: Top challenge of valuation practices is attracting new clients

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network.

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What are analytical procedures and their benefits?

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network.

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Curating Themed Socks For The Holidays (And Year-Round) Through Subscriptions

PYMNTS

(Although, he acknowledged that some guys wear plain black socks and those people are not the company’s market.) The company gets the word out through online marketing. It also has a lot of referral marketing, and Seeff said the site gets many shoppers from current customers through word of mouth. Customer Satisfaction.

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A Referred Customer Is A Better Customer

PYMNTS

“Always striving to increase its share in the beauty market, Ulta Beauty looked to leverage its Ultamate Rewards members to acquire new, equally valuable guests. 2015, Ulta Beauty used Extole’s platform to roll out its loyalty program: An Ultamate Rewards member refers a friend, and the friend joins the program.

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Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

Referrals ? Marketing ? By Brad Spence, Director of Sageworks Valuation Solution What drives new business for your valuation practice? Cross-selling current accounting clients? How about technology? Is your firm using technology to drive new valuation engagements?

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FinovateFall Sneak Peek: RMS

Fintech Labs Insights

RMS is an engagement solution provider focused on acquisition, cross-sell, rewards and referral marketing solutions for financial institutions. Our featured referral solution is presently YAP. Pick up your tickets to our annual autumn conference here , and we’ll see you in New York!

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CFPB reverses course on marketing services agreements

American Banker

The agency had raised concerns in the Obama administration about kickbacks in the marketing pacts between mortgage lenders and other providers, but the agency's recent guidance says the deals are legally viable.

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