Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
RIA Says Being Black, Under 30 Makes Him a 'Unicorn'
By Jane Wollman RusoffRIA founder Samuel Deane explains the importance of having a niche and why he sees industry efforts to improve diversity as lip service.
December 29, 2021
12 Mistakes to Avoid When Doing the Party CircuitYou're at a New Year's Eve party, but it still means business for you. Here are a dozen don'ts to make the best of the event.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 23, 2021
What 8 Advisors Will Do Differently in 2022: Advisors' AdviceHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.
December 23, 2021
11 Phrases That Make Clients Feel ImportantWhat would your clients say if another advisor asked them, "Does your advisor think you're important?"
December 22, 2021
The Return-to-Office Social Reckoning Is HereObjections have moved beyond the medical. But connecting in person benefits advisors and clients, psychologist Melanie Katzman says.