Firm Suggests 7 Strategies to Boost Financial Advisor Client Retention

May 22, 2014 // Insurance & Financial Advisor

A new study has identified seven strategies for successful client retention among financial advisors. The study found that advisors who retained 95% of their clients increased total assets under management over the 2010–2013 period grew by 25%, versus a 12% increase for advisors who held on to only 80% of their clients.

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