Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
The New Financial Planning Process That Saves Time, Empowers Clients
By Jane Wollman RusoffProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
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Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.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.