Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
10 Things Never to Say When a Client Dies
By Bryce SandersYou want to support their loved ones, but it can be hard to know what to say or do.
December 08, 2025
How to Ditch Jargon When Talking With ClientsTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.
December 05, 2025
Top 10 Financial Services Firms for Customer TrustAmerican households are consolidating their relationships with retail saving and investing shops, Hearts & Wallets finds.
December 03, 2025
Model Portfolios Free Advisors to Cultivate HNW Clients: CerulliOutsourcing investment management, research finds, leaves more time to spend on client-facing activities, mainly meetings.
December 01, 2025
The 35 Best Food and Drink Gifts of the SeasonWhether you're shopping for yourself, a colleague or a loved one, here are the top edible and drinkable treats of 2025.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.
November 04, 2025
12 Rules for Partying at a Wealthy Client's HomeOver the holidays, many people entertain on a grand scale. Be prepared and make a good impression.
November 03, 2025
World's 10 Best Hotels: 2025Wealthy people love to talk about travel. Here's a conversation starter.