What Swimming Teaches Us About Team Relationships
In my latest video, I break down how swimming teaches us the importance of these relationship-building efforts and the specifics of what we as leaders need to nurture with our teams.
Holiday Gift Insights - What Everyone Else Is Doing
In an effort to simplify the decision-making process, we're sharing some of the trends we've seen with gifting over the years. We're even sharing our best seller and why that gift had such success.
What Makes A Successful Holiday Gift? The Travel Bag Edition
Last year we had the opportunity to work with one of our clients in the travel and tourism space to design an experience that delivered their highest engagement yet.
Maintain Relationships Even When Life Gets Loud
When life gets loud, relationships suffer. Learn how to build a system that keeps your business connections strong, even during the busiest, most stressful seasons. ...more
Retention ,Client Relationships &Strategic Engagement
August 14, 2025•4 min read
Acknowledgement That Moves You from Cold Calls to Keynote
Discover how Joel Goldberg’s story shows the power of acknowledging goals and how you can use this strategy to build trust and meaningful business relationships. ...more
Retention ,Client Relationships &Strategic Engagement
August 14, 2025•6 min read
Why Your Clients Don’t Think of You (and How to Fix It)
Clients forget about your full service offerings unless you remind them, strategically. Learn how to stay top of mind and increase referrals without sounding salesy. ...more
Referrals ,Retention Strategy Clients &Business Development
August 06, 2025•6 min read
What Is Strategic Engagement, Really?
Here’s what strategic engagement really means and how it helps build lasting relationships ...more
Retention ,Strategy Clients Client Loyalty &Business Development
May 13, 2025•6 min read
Relationships Grow When You Know What Matters
Identifying common themes with the help of AI can deepen engagement, increase trust, and help you build better business connections. ...more
Retention ,Strategy Clients Client Loyalty &Business Development
May 13, 2025•8 min read
Turning Gifting into a Business Strategy
Move beyond random acts of gifting to create strategic, story-driven touchpoints that foster loyalty, retention, and business growth. ...more
Retention ,Strategy Clients Business Development &Loyalty
May 13, 2025•5 min read
When Research Leads to Relationships
Thoughtful client and prospect research turns into powerful, personalized touchpoints that deepen relationships and drive loyalty, without relying on big gestures. ...more
Retention ,Strategy Clients Client Loyalty &Business Development
April 21, 2025•7 min read
Tracking the Ripple Effect of Client Care
How to execute and measure a client engagement strategy that boosts loyalty, referrals, and retention. Includes a simple framework and five essential tracking questions. ...more
Retention ,Strategy Clients Client Loyalty &Business Development
April 02, 2025•5 min read
Designing Client Touchpoints For Retention
Discover how to design intentional, insight-driven client touchpoints that strengthen relationships, build emotional loyalty, and increase retention. ...more
Retention ,Strategy Clients Client Loyalty &Business Development
April 02, 2025•6 min read
Turning Insight Into Loyalty
Learn how to identify meaningful patterns in your client research and use them to nurture stronger relationships. ...more
Retention ,Strategy Clients Business Development &Leadership
April 02, 2025•6 min read
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