Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
How Advisors Can Help Clients Understand Rising P&C Insurance Rates
By Fran O'BrienPremium rates are increasing due to COVID-19 and other factors.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
May 13, 2021
Time to Sell or to Grow?Selling should be based on a timeline that fits your firm's objectives, not on what the rest of the market is doing.
April 15, 2021
What Type of Advisory Firm Do You Lead?Advisors need to understand which type of firm they're leading, so they can best prepare it for future success.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.
December 23, 2020
Some Clients Are Likely to LeaveNew analytical tools may help you predict which ones.
December 21, 2020
LPL's Retention Deals for Waddell & Reed Reps 'More Than Generous': RecruiterPackages of 30 to 50% of prior year's fees and commissions are likely to entice many advisors to remain with LPL Financial.