Tag: account retention

Management

INTENTIONAL RETENTION

by Sam Berman

October 2, 2025

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Planning, measuring, recruiting, getting organized, communicating Why be intentional about retention? It starts with caring about clients and results ...

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©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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Tag: account retention

INTENTIONAL RETENTION

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