Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
5 Keys to a Seamless Move to Another Firm
By Matt ReganClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 20, 2024
9 Useful Phrases for Making Your Point to ClientsSometimes the right words can help your clients see where you're coming from.
May 17, 2024
Financial Planning in the First Year of WidowhoodWhile it's important not to rush things, you can help your client's peace of mind.