Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
How Advisors Can 'Talk Smarter' in Tricky Situations
By Jane Wollman RusoffCommunication expert Matt Abrahams has tips for making small talk, calming angry clients and reviving awkward Q&As.
September 11, 2023
12 Steps to Closing a Deal Over a MealBefore talking business, you want to create a "wow" moment.
September 07, 2023
Where RIAs Go From Here: American College CEOThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 02, 2023
3 Ways Advisors Can Get Started With ChatGPTYou can use AI to boost your efficiency while improving your communication with clients.
August 02, 2023
16 Assumptions That Cause Advisors to Lose ClientsGood clients rarely just leave; they hollow out the relationship as their needs go unmet.
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.