Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
12 Reasonably Priced Gifts With the 'Wow' Factor
By Bryce SandersMemorable gifts for clients and colleagues don't need to send you deep into debt. There are good deals to be found!
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 23, 2021
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021Overall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
November 22, 2021
4 Warning Signs Investors Aren't Happy With Their AdvisorsWe noticed shifting investor behavior and did a study to find out why. Here's how advisors can adapt.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 05, 2021
6 Trends Reshaping the Wealth IndustryThoughtLab Group study reveals how advisors and firms can move to a more client-centric approach to succeed.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.