Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
10 Do's and Don'ts for Fall Prospecting
By Bryce SandersBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
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.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 06, 2024
The Acquirer's Big-Picture ChecklistHaving complete information is the most important aspect of advisory firm acquisitions.
August 08, 2024
Ex-Vanguard Strategist Launches Fractional CIO Firm for RIAsDon Bennyhoff, co-creator of Advisor's Alpha and a former RIA exec, seeks to serve planning-centric advisors.