Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
18 Luxury Gift Ideas for 2023
By Michael S. FischerIf your wealthy clients need some gifting inspiration, point them to this list.
November 07, 2023
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAsSome advisors are happy to work within the confines of a large banking institution; others feel increasingly constrained.
September 28, 2023
How Advisors Can 'Talk Smarter' in Tricky SituationsCommunication expert Matt Abrahams has tips for making small talk, calming angry clients and reviving awkward Q&As.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 14, 2023
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2023Consumer satisfaction with retirement apps has increased but still lags significantly behind other industries, according to J.D. Power.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.
September 07, 2023
Where RIAs Go From Here: American College CEOThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.