Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
The Secret to Client Retention
By Bill GoodOf course you have to market to your clients. But to what end?
April 07, 2015
Avalere: HealthCare.gov users are stickyThe firm sees state-based exchanges having a harder time holding on to enrollees.
April 07, 2015
Avalere: HealthCare.gov users are stickyThe firm sees state-based exchanges having a harder time holding on to enrollees.
November 01, 2012
Advisors Agree Health Care Planning Important to Client RetentionFailing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.
April 30, 2012
Key Systems for a Healthy Independent Advisory Business, Pt. 5: Client RetentionIn the fifth of a series of posts on what makes an advisory business healthy, advisor Mike Patton focuses on how to build trust and comfort with your new clients.
March 22, 2012
Raymond James on Morgan Keegan Deal: Reps to Come; Earnings to GoCompany says retention of Morgan Keegan reps is 98%, which one recruiter calls irrelevant; quarterly earnings will take a hit.
March 01, 2010
Conscious RetentionTo be successful, it's vitally important that you put conscious focus on retaining your current clients, for three reasons. First, as people in many sales...
January 13, 2010
FA Retention Bonuses SurgeAs the epic battle for advisors continues, wirehouse firms have been offering generous retention bonuses to keep their existing FAs happy.