Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
16 Over-the-Top Luxury Gifts for 2022
By Michael S. FischerFrom handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
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Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.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.
October 25, 2022
Start With Your AudienceTo succeed at digital marketing, this social-media pro says advisors need to be strategic but still can have some fun in what they post.