Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
9 Useful Phrases for Making Your Point to Clients
By Bryce SandersSometimes the right words can help your clients see where you're coming from.
May 02, 2024
Advisor Annuity Conversations Often Lead to Transactions: Global AtlanticThe insurer also found that 19% of advisor clients surveyed plan to buy long-term care insurance.
April 26, 2024
Master These Habits to Become a 'Supercommunicator': Charles DuhiggAnyone can do it, the Pulitzer Prize-winning journalist tells ThinkAdvisor.
April 19, 2024
Wealthy Investors Say Bigger Is Better When It Comes to Advisory Firms: CerulliIn a survey, 39% of clients and 32% of unadvised investors favored "a large, national organization."
April 01, 2024
7 Growth-Busting Mistakes RIAs MakeEmbracing new technology and other tools is tricky and costly, so firms need to tread carefully.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 11, 2024
New SmartAsset Service Aims to Boost Client ProspectingThe subscription marketing platform provides referrals in set ranges, depending on the plan.