Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
10 Gifts Under $100 That Will Impress Wealthy Clients
By Bryce SandersWhat do you give your wealthier clients for the holidays? Something memorable but not too expensive.
November 16, 2022
Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 02, 2022
What Separates the Best RIAs From the Rest: SchwabAverage RIA assets doubled in the past five years, but that growth isn't spread equally, Schwab's research shows.
November 02, 2022
Drop Complex Lingo With Clients, Tell Stories Instead, Morgan Housel SuggestsMany financial advisors avoid giving simple advice because they want to justify their fees, Housel says.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.
October 25, 2022
Start With Your AudienceTo succeed at digital marketing, this social-media pro says advisors need to be strategic but still can have some fun in what they post.
October 25, 2022
The 4 Tiers of Value Advisors Provide to ClientsEQ, not IQ, is the key to rising to higher tiers, Fidelity's Michael Durbin says.