Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Nitrogen Rolls Out Legacy Center
By Rob BurgessThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 24, 2026
What to Do When Statements Come Out After a Bad MonthClients might see significant losses on their March statements. Are you prepared?
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
March 02, 2026
10 Do's and Don'ts of Social Prospecting This SpringBond with existing clients and connect with new ones before they leave for their summer travels.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.