Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
How Advisors Can Succeed in the Next 5 Years and Beyond
By Jane Wollman RusoffWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
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.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
March 21, 2025
3 Ways to Improve Client RetentionAt their best, advisors recognize that success hinges on understanding clients and connecting on a deep, personal level.