Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
3 Ways Advisors Can Get Started With ChatGPT
By Brendan Kenalty and Marc ButlerYou can use AI to boost your efficiency while improving your communication with clients.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.
June 29, 2023
Use a 'Human-Centric' Approach to Improve Your Bottom LineApplying financial psychology enables advisors to introduce "the human side of money," Preston Cherry tells ThinkAdvisor.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 20, 2023
10 Competitors Fighting for Your ClientsAs the financial industry evolves, it is important to understand your rivals.
June 15, 2023
Pershing's Harrison: Why Wealth Managers Still Have 'Big Tailwinds'Demand for financial advice still outstrips the industry's capacity to serve, but established firms can't be complacent.
June 05, 2023
15 Casual Comments That Reveal Hidden Client NeedsWhat your clients tell you may hint at a financial problem (or opportunity!) they didn't realize they had.