Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Market Volatility Increases Demand for Financial Planning: Cerulli
By Michael S. FischerEffective communication and financial software are keys to attracting and retaining clients, according to a study.
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.
October 25, 2022
The 4 Tiers of Value Advisors Provide to ClientsEQ, not IQ, is the key to rising to higher tiers, Fidelity's Michael Durbin says.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 12, 2022
How Model Portfolios Can Free Up Advisors' TimeWith less time spent on portfolio building, advisors can focus on financial planning and other client-facing activities.
October 12, 2022
3 Strategies to Ensure You Don't Get Lost in the Great Wealth TransferHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?
October 05, 2022
4 Ways Wealth Managers Are Preparing for Uncertain TimesOver the next two years, wealth managers anticipate facing a number of internal and external challenges.