When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile times.

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

AI startups, beware. Without retention and adoption, funding won’t save you.

A good client experience can be the dividing line between success and failure. In client service, building transparency and rapport with clients, who, for their part, want to work with a team that ...

Financial advisors who retained 95 percent of their clients increased total assets under management by 25 percent over a four-year period, versus a 12 percent increase in AUM for advisors who retained ...

Recruiting new customers costs seven to nine times as much as it does to keep current customers from leaving. Besides the obvious foregone revenue, dissatisfied customers are not going to recommend ...

Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Retaining plan sponsor clients requires understanding what those sponsors ...

We too often treat client retention, loyalty, and internal business expansion as “soft” and something we assume will happen if we do everything else right. The long-held belief that satisfied clients ...

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