Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
November 22, 2022
10 Gifts Under $100 That Will Impress Wealthy ClientsWhat do you give your wealthier clients for the holidays? Something memorable but not too expensive.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 02, 2022
What Separates the Best RIAs From the Rest: SchwabAverage RIA assets doubled in the past five years, but that growth isn't spread equally, Schwab's research shows.
November 02, 2022
Drop Complex Lingo With Clients, Tell Stories Instead, Morgan Housel SuggestsMany financial advisors avoid giving simple advice because they want to justify their fees, Housel says.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.