Retention Case Studies

Client retention case studies for financial advisors. Learn proven strategies to reduce attrition, increase loyalty, and grow AUM through existing relationships.

289 case studies

$120K Recovered AUM: Proactive Annual Review Optimization

Optimized the annual review process, resulting in $120,000 recovered AUM from previously disengaged clients.

$120K Revenue Boost: Retention Analytics Reveals Key Insights

Summit Capital leverages retention analytics to identify at-risk clients and personalize outreach, significantly increasing revenue.

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$150K AUM Boost: Next-Gen Engagement Program for Heirs

Explore how Whitfield Tax's next-gen engagement program successfully retained heirs, resulting in a $150,000 AUM boost.

$150K Tax Savings: Value-Added Service Enhances Client Loyalty

Boosting client loyalty by providing proactive tax planning services that identify significant savings opportunities. Deepening client relationships.

$250K AUM Recovered via AI-Driven Churn Prediction System

Cornerstone utilized AI to predict at-risk clients, allowing for proactive intervention and recovering $250,000 in potential lost AUM.

$250K AUM Saved with Proactive Rebalancing Alerts

Proactive rebalancing alerts helped Pacific Gate Capital save $250K in AUM by minimizing portfolio drift and maintaining target allocations.

$250K Revenue Increase with Tiered Service Model: PFG Case Study

Learn how a tiered service model boosted Precision Financial Group's revenue by $250K by aligning services with client needs and wealth levels.

$275K Tax Savings: Generational Wealth Transfer Strategy

See how Reeves Institutional Advisors helped a family save $275,000 in taxes through a strategic generational wealth transfer plan.

$280K Tax Savings: Whitfield Retains Client with Expert Advice

Amelia Whitfield's tax expertise saved a long-term client $280,000, solidifying the relationship and preventing potential attrition.

$300K Additional Revenue: Advanced Planning Boosts Client Loyalty

See how offering advanced financial planning (tax, estate) increased client loyalty at Legacy Bridge Advisors, generating $300k in revenue.

$340K in Tax Savings via Targeted Roth Conversions

Meridian Wealth Partners generated $340,000 in tax savings for clients via targeted Roth conversions. Discover their sophisticated tax planning.

$340K Tax Savings Achieved Through Proactive Tax Loss Harvesting

Proactive tax loss harvesting strategies, deployed at scale, delivered significant tax savings for clients of Harrington Legacy Advisors.

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