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

Client Satisfaction: Whitfield Achieves 4.8/5 Star Average Rating

Whitfield Tax consistently achieves a high client satisfaction rating by prioritizing proactive communication and personalized financial advice.

Client Segmentation: 15% Improved Retention Rate

Improved client retention rate by 15% through targeted client segmentation and personalized service offerings for Vanguard Point Advisors' clientele.

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Client Segmentation Boosts Engagement by 55%

Meridian Wealth Partners increased client engagement by 55% through strategic client segmentation. Discover how targeted communication drove results.

Communication Cadence: 8% AUM Growth in Retained Clients

Establishing a consistent communication cadence led to increased client satisfaction and an 8% AUM growth from retained clients.

Consistent Communication Cadence: 12% Reduction in Client Churn

Discover how a structured communication cadence helped Richardson & Associates reduce client churn by 12%. Keep clients informed and engaged.

Consistent Communication Strategy: 5% Reduction in Attrition

Explore how a consistent communication strategy reduced client attrition by 5% for Amelia Whitfield, CPA, PFS, fostering stronger client relationships.

Cornerstone Achieves 15% AUM Growth via Client Referrals

Cornerstone Advisory Group implemented a strategic referral program, boosting AUM by 15% and client retention rates.

Cornerstone Achieves 20% Boost in Referrals Via Appreciation Events

Michael O'Brien and Cornerstone hosted exclusive client appreciation events, resulting in a 20% increase in client referrals.

Cornerstone Achieves 92% Client Retention With Milestone Program

Michael O'Brien and Cornerstone elevated their retention to 92% using a personalized milestone outreach program that strengthened client bonds.

Cornerstone Boosts NPS by 18 Points with Feedback Loop

Implemented a client feedback loop, boosting Net Promoter Score (NPS) by 18 points and improving client satisfaction.

Cornerstone Boosts Retention 15% With Generational Wealth Workshops

Cornerstone Advisory Group increased client retention by 15% by implementing targeted generational wealth transfer workshops, fostering family engagement.

Cornerstone Podcast Builds Community, Lowers Churn by 8%

Michael O'Brien launched a client-focused podcast, resulting in an 8% reduction in client churn by fostering a stronger sense of community.

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