Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
6 Social Media Do's and Don'ts for Financial Pros
By Doug WilberThese tips will help you optimize your activity, build relationships and bring your brand to life.
March 06, 2023
How Gender Lens Investing Can Help You Attract and Retain ClientsGender lens investing can create a positive impact while giving you an advantage over the competition.
February 27, 2023
These 'Magic Words' Make You More InfluentialSmall shifts in wording can change the way advisors communicate, Wharton professor Jonah Berger tells ThinkAdvisor.
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 13, 2023
9 Advisor Actions That Influence Client LoyaltyYour clients are being solicited by other advisors. Other than convenience, why do they stick around?
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
January 31, 2023
When DIY Investing Goes Wrong"There was nothing I could do," one advisor said about a costly error a client made.