Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Drop Complex Lingo With Clients, Tell Stories Instead, Morgan Housel Suggests
By Dinah Wisenberg BrinMany financial advisors avoid giving simple advice because they want to justify their fees, Housel says.
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.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 12, 2022
How Model Portfolios Can Free Up Advisors' TimeWith less time spent on portfolio building, advisors can focus on financial planning and other client-facing activities.
October 12, 2022
3 Strategies to Ensure You Don't Get Lost in the Great Wealth TransferHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?
October 05, 2022
4 Ways Wealth Managers Are Preparing for Uncertain TimesOver the next two years, wealth managers anticipate facing a number of internal and external challenges.
September 23, 2022
Our Clients Want Us to Text Them. Here's How.Texting comes with regulatory challenges, but it's clients' preferred communication method.
September 23, 2022
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2022Strong digital performance is highly correlated with retirement investor asset acquisition and retention, according to J.D. Power.