Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
New SmartAsset Service Aims to Boost Client Prospecting
By Dinah Wisenberg BrinThe subscription marketing platform provides referrals in set ranges, depending on the plan.
March 01, 2024
Here's What Separates 'Somewhat' and 'Very' Satisfied ClientsThe most successful advisors function as mentors and support systems for their clients.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 31, 2024
11 Reasons Clients Stay With Their Advisors: MorningstarCommon motivations for investors to stay put, research found, fell into two broad categories: emotional and financial.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."