Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Asset Managers Have New Rules to Play By: BNY Mellon
By Michael S. FischerClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 07, 2021
12 Reasonably Priced Gifts With the 'Wow' FactorMemorable gifts for clients and colleagues don't need to send you deep into debt. There are good deals to be found!
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 23, 2021
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021Overall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.