Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Beware of These 10 Common Financial Advisor Mistakes
By Jane Wollman RusoffThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 11, 2023
Future of Client Engagement & Business GrowthJoin this complimentary webcast to discover best practices that can strengthen engagement, client relations and overall business results.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.
June 29, 2023
Use a 'Human-Centric' Approach to Improve Your Bottom LineApplying financial psychology enables advisors to introduce "the human side of money," Preston Cherry tells ThinkAdvisor.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 20, 2023
10 Competitors Fighting for Your ClientsAs the financial industry evolves, it is important to understand your rivals.