https://www.pricemetrix.com/study-explores-ways-keep-clients/

PriceMetrix

Study Explores Ways To Keep Clients

January 15, 2014 // Financial Advisor

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 80 percent of their clients, says a recent PriceMetrix study.


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