Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Show, Don't Tell: How to Boost Advisor Confidence Around Complex Topics
By David Blanchett and Ross RiskinImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
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.
May 02, 2024
Advisor Annuity Conversations Often Lead to Transactions: Global AtlanticThe insurer also found that 19% of advisor clients surveyed plan to buy long-term care insurance.
April 26, 2024
Master These Habits to Become a 'Supercommunicator': Charles DuhiggAnyone can do it, the Pulitzer Prize-winning journalist tells ThinkAdvisor.
April 19, 2024
Wealthy Investors Say Bigger Is Better When It Comes to Advisory Firms: CerulliIn a survey, 39% of clients and 32% of unadvised investors favored "a large, national organization."
April 01, 2024
7 Growth-Busting Mistakes RIAs MakeEmbracing new technology and other tools is tricky and costly, so firms need to tread carefully.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.