Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Avalere: HealthCare.gov users are sticky
By Allison BellThe firm sees state-based exchanges having a harder time holding on to enrollees.
March 22, 2012
Raymond James on Morgan Keegan Deal: Reps to Come; Earnings to GoCompany says retention of Morgan Keegan reps is 98%, which one recruiter calls irrelevant; quarterly earnings will take a hit.
March 01, 2010
Conscious RetentionTo be successful, it's vitally important that you put conscious focus on retaining your current clients, for three reasons. First, as people in many sales...
January 13, 2010
FA Retention Bonuses SurgeAs the epic battle for advisors continues, wirehouse firms have been offering generous retention bonuses to keep their existing FAs happy.
November 04, 2009
Golden marketing rulesYes, it's true that intuition and creative know-how are prime ingredients for marketing success. However, savvy agents would do well to commit to memory the following marketing tenets that can help them create repeated marketing success.
November 04, 2009
Golden marketing rulesYes, it's true that intuition and creative know-how are prime ingredients for marketing success. However, savvy agents would do well to commit to memory the following marketing tenets that can help them create repeated marketing success.
July 01, 2009
Danger & Opportunity: Service Excellence--The Advisors' TakeLike the weather, everybody talks about service. But what actually constitutes good service, and does the definition change if you're offering it to clients in...
April 15, 2009
Retention Plans, Bonuses and Your FutureShould you leave a firm if you don't get a bonus? Or even if you get a bonus, is it worth staying?