Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
The 6 Questions Advisors Hear Most, and How to Answer Them
By Bryce SandersYou can't predict the next market crash, but you can reassure clients that they're ready for it.
November 21, 2024
Trust in Advisors Rose Steeply in Past Decade: CerulliStill, 40% of clients are skeptical that financial providers are working on their behalf, research found.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 16, 2024
Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: CerulliAdvisors need to build credibility with these investors to keep them loyal, Cerulli says.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.