Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
11 Ways to Wow People With Simple Gifts
By Bryce SandersTokens of appreciation do not need to be expensive. They simply need to be thoughtful.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 20, 2024
9 Useful Phrases for Making Your Point to ClientsSometimes the right words can help your clients see where you're coming from.
May 17, 2024
Financial Planning in the First Year of WidowhoodWhile it's important not to rush things, you can help your client's peace of mind.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.