Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Where Should You Invest First? Start With Your Clients
By Angie HerbersInvesting in technology is essential to all advisory practices and should focus on improving the client experience.
July 15, 2021
These Beliefs Hold Advisors Back From Getting Referrals: Julie LittlechildGetting referrals is easier now than pre-pandemic, but "buying into myths gets in the way," the researcher tells ThinkAdvisor.
July 09, 2021
The Real Reasons Clients Pay AdvisorsTwo principles underlie successful advisors: Provide useful knowledge and help the client avoid mistakes.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.
July 06, 2021
'If I Can Trade for Free, Why Do I Need You?'Of course investors still need a good advisor! Here are some reminders for the skeptics.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 09, 2021
Why You Need a Grown-Up App for ClientsKeep in mind that of the 155 minutes a day people spend online using a mobile device, 88% of that is on an app.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.