Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors Say
By Dinah Wisenberg BrinAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
March 24, 2026
What to Do When Statements Come Out After a Bad MonthClients might see significant losses on their March statements. Are you prepared?
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
March 02, 2026
10 Do's and Don'ts of Social Prospecting This SpringBond with existing clients and connect with new ones before they leave for their summer travels.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.
January 26, 2026
11 Steps to Retaining a ClientThe key to keeping a client is making them feel, through words and actions, that they are important.