Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Where RIAs Go From Here: American College CEO
By John ManganaroThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 02, 2023
16 Assumptions That Cause Advisors to Lose ClientsGood clients rarely just leave; they hollow out the relationship as their needs go unmet.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
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.