Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
9 Benefits of Periodic Client Reviews
By Bryce SandersYou have clients. Have you bonded?
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 06, 2024
The Acquirer's Big-Picture ChecklistHaving complete information is the most important aspect of advisory firm acquisitions.
August 08, 2024
Ex-Vanguard Strategist Launches Fractional CIO Firm for RIAsDon Bennyhoff, co-creator of Advisor's Alpha and a former RIA exec, seeks to serve planning-centric advisors.
July 30, 2024
How an RIA Turned Culture, PE Backing and 'Infinite' Demand Into $1T"There is so much need out there" for fiduciary advice, Captrust CEO Fielding Miller tells ThinkAdvisor.
July 29, 2024
4 Words That Can Cost You Millions in AssetsIf you hear these words when a married female client introduces you, you're at risk of being replaced.