From 16 to 5 to 1!

From 16 to 5 to 1!

The stock market last week, oh my. The good news for advisers is that you can focus on customer service! The folks at Fisher Investment believe in making sure you offer multiple touch points for customers: some want face-to-face contact, others prefer the phone...
Invest in your tech and sad tale of Fab

Invest in your tech and sad tale of Fab

OK, this feels like a”no s**t, Sherlock” pronouncement. But, hey, we’ve got numbers!  In customer retention, companies that invest in tech do 50% better. The tech budget for customer success teams lags its importance in the success of the...
Going for Success

Going for Success

Starting a new business is no easy matter (even if this is not your first one) . But it is easier if you have a mission that you feel strongly about. ChurnZero is our (Mark Heys and You Mon Tsang) new company. And it is born out of real pain that we experienced:...