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 ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

Bringing on and training more junior advisers is vital to client retention, with younger advisers ready to take on accounts from their seasoned counterparts. Advisers who have experience training more ...

Behavioral scientists at Morningstar have discovered investment performance isn’t quite as important as trust, communication and a little bit of therapy when it comes to client retention in the field ...

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