Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
What Type of Advisory Firm Do You Lead?
By Angie HerbersAdvisors need to understand which type of firm they're leading, so they can best prepare it for future success.
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.
March 06, 2017
The Secret to Client RetentionOf course you have to market to your clients. But to what end?
May 16, 2016
Why Clients Leave an AdvisorIn most cases, a relationship veers off track because of a breakdown in communication.
March 01, 2016
Bill Good: The Science of Client RetentionThere are certain time periods in the client relationship when clients are more likely to switch advisors, research shows.
April 07, 2015
Avalere: HealthCare.gov users are stickyThe firm sees state-based exchanges having a harder time holding on to enrollees.
April 07, 2015
Avalere: HealthCare.gov users are stickyThe firm sees state-based exchanges having a harder time holding on to enrollees.
November 01, 2012
Advisors Agree Health Care Planning Important to Client RetentionFailing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.