Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
June 09, 2021
Why You Need a Grown-Up App for ClientsKeep in mind that of the 155 minutes a day people spend online using a mobile device, 88% of that is on an app.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
May 26, 2021
How Advisors Can Help Clients Understand Rising P&C Insurance RatesPremium rates are increasing due to COVID-19 and other factors.
May 25, 2021
The 4 Key Drivers of Advisory Firm GrowthMost owners think in terms of improving valuation, revenue and profits. But underlying actions must be taken first.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
May 13, 2021
Time to Sell or to Grow?Selling should be based on a timeline that fits your firm's objectives, not on what the rest of the market is doing.
April 15, 2021
What Type of Advisory Firm Do You Lead?Advisors need to understand which type of firm they're leading, so they can best prepare it for future success.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.