Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Here Are Advisors' Biggest Business Challenges: Cerulli
By Michael S. FischerThe research group looks at where advisors struggle and how asset managers can help.
March 16, 2023
How Tech Is Breathing New Life Into Life InsuranceOne opportunity is improving support for the bereaved.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.
March 06, 2023
How Gender Lens Investing Can Help You Attract and Retain ClientsGender lens investing can create a positive impact while giving you an advantage over the competition.
February 27, 2023
These 'Magic Words' Make You More InfluentialSmall shifts in wording can change the way advisors communicate, Wharton professor Jonah Berger tells ThinkAdvisor.
February 24, 2023
Collaborative Divorce: How Advisors Can Help Their Clients Split AmicablyThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 13, 2023
9 Advisor Actions That Influence Client LoyaltyYour clients are being solicited by other advisors. Other than convenience, why do they stick around?