The Retention Experts

The Retention Experts create deeper connection with your clients, so you can grow your business by having clients stay longer, invest more, and send more referrals. We are both an appreciation advisor & fulfillment concierge, here to save you time and energy by providing an ROI traced back to revenue growth. Because appreciating your clients should be fun! Our 180+ clients (including an Inside Public Accounting top 200 firm, a Forbes' America's Top 150 Wealth Advisor, major universities and a $17B regional bank) share that we've helped solve: 1) They could grow faster if existing clients would help, but they're not sure where to start 2) Marketing departments often help acquire new clients, but no one helps them grow or retain their existing clients 3) Top clients are their competitors top prospects; and they can only "touch" them so many times vs. a competitor's marketing budget 4) They aren't getting as many referrals as they believe their great product or service deserves 5) They want to create a feeling of "I would never do business with anyone else!" HOW WE DO IT: We combine psychology + client data + unique gifts to drive incremental revenue In a world full of the same client appreciation gifts, promotional products, and corporate gifts (mostly given at the holidays), BE DIFFERENT. Your clients want to FEEL SPECIAL! Originally founded in college by our CEO, James Rushing, the mission was to serve his clients by marketing Cutco Cutlery as high end corporate gifts to show appreciation as a business strategy. The partnership eventually became a top 0.1% distributor in Cutco's 70+ year history of over 1,000,000 distributors. We've since expanded our vendor selection into other unique, high end, personalized products and added the psychology and client data aspects in a done-with-you retainer model. Partner with us to transform your businesses relationships through appreciation, and experience the growth that comes with strategic appreciation!