Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
LPL Sees Recruiting Benefits From Souped-Up HNW Services
By John ManganaroMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 21, 2023
'Twas the Day Before ChristmasA client arrives the day before Christmas Eve. What could they need from their financial advisor?
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 04, 2023
10 Gifts Under $100 for Clients and ColleaguesSome of these off-the-beaten-track gifts can even be customized with your firm's logo.