Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
How to Keep Female Clients After the Loss of a Spouse
By Teresa J.W. BaileyMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
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.
July 23, 2024
Are You the First Person Your Clients Call?Be the go-to professional in your client's life, advises Anand Sekhar of Fidelity Institutional.
July 19, 2024
The Benefits of Using Financial Education, and How to Implement ItTo leverage enhanced client education to grow your firm, it needs to be put into practice.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.