Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Here's What Separates 'Somewhat' and 'Very' Satisfied Clients
By Matt SommerThe most successful advisors function as mentors and support systems for their clients.
January 31, 2024
11 Reasons Clients Stay With Their Advisors: MorningstarCommon motivations for investors to stay put, research found, fell into two broad categories: emotional and financial.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 21, 2023
'Twas the Day Before ChristmasA client arrives the day before Christmas Eve. What could they need from their financial advisor?
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.