Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
3 Ways Advisors Can Better Serve Female Investors
By Michael S. FischerFocus on a segment of the market and tailor your approach, Cerulli suggests.
August 17, 2021
12 Investing Books You'll Actually Want to ReadThese late-summer reads, recommended by successful financial advisors, are both informative and entertaining.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.
July 27, 2021
'Sketch Guy' Carl Richards Now Has a 'Secret Society' for AdvisorsThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
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.