Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
12 Rules for Partying at a Wealthy Client's Home
By Bryce SandersOver the holidays, many people entertain on a grand scale. Be prepared and make a good impression.
October 28, 2025
Should Your Clients' Kids and Grandkids Go to College?Succeeding in college requires setting the right goals — if it's the right path in the first place.
October 16, 2025
7 Time Management Strategies for AdvisorsJust five more client-facing hours per week can generate $270,000 a year per advisor, Fidelity finds.
August 12, 2025
3 Ways to Make Asset Transitions That Help Your Clients and Your BusinessHow assets are transitioned can make the difference between client satisfaction and client turnover.
July 11, 2025
7 Ways to Answer 'How Much Do You Charge?'Advisors help clients plan for financial independence yet are often given pushback on fees.
June 04, 2025
Why We Fight (And Why It Matters More Than Ever)Most advisory firms don’t fail because they deliver bad service. They fail because they drift into mediocrity.
May 30, 2025
Some Affluent Investors Still Prefer Commission-Based AdviceAccommodating different preferences can create a lucrative pipeline for turning self-directed customers into fully advised clients, Cerulli suggests.
May 16, 2025
For Advisors, 'More Modern Way of Working' Means Far Less PaperworkAutomation can enable financial professionals to focus on the client experience, says Ritik Malhotra of Savvy Wealth.