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

Cornerstone Retains 95% of Legacy Clients with Estate Planning Focus

Cornerstone focused on comprehensive estate planning for legacy clients, achieving a 95% retention rate within this crucial segment.

Custom Client Health Score: Proactive Retention Strategy

Improving client retention by proactively identifying at-risk clients using a proprietary client health score dashboard. Data-driven retention.

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Custom Newsletters Increase Client Satisfaction Scores by 25%

Elevate Wealth saw a 25% increase in client satisfaction scores through the delivery of personalized, custom newsletters. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Diana Rossi Boosts AUM Retention 12% Via Next-Gen Onboarding

Rossi Family Office Services implemented a next-gen onboarding process to increase client retention by engaging younger family members early.

Diana Rossi Boosts AUM Retention 12% with Personalized Birthday Campaigns

Learn how Diana Rossi at Rossi Family Office Services increased AUM retention by 12% by implementing automated, personalized birthday campaigns.

Diana Rossi Reduces Attrition 15% with Quarterly Business Reviews

Discover how quarterly business reviews with HNW clients helped Diana Rossi at Rossi Family Office Services reduce client attrition by 15%.

Doubling Referral Rate: Patricia Brennan's Strategic Client Appreciation

See how strategic client appreciation events at Legacy Bridge Advisors doubled their referral rate and strengthened client loyalty.

Elevate Wealth Achieves 92% Client Retention During Market Volatility

Elevate Wealth maintained a 92% client retention rate during a turbulent market by proactively addressing concerns and providing personalized support. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Elevate Wealth Boosts Retention 15% with Client Advisory Board

Elevate Wealth increased client retention by 15% by forming a client advisory board to gain valuable feedback and improve service offerings. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Emily Richardson's $210K Tax Savings Boosted Retention 15%

Learn how Richardson & Associates generated $210,000 in tax savings for clients, directly increasing client loyalty and retention.

Enhanced Annual Reviews: 20% Increase in Client Advocacy

Elevated the annual review process to provide clients with actionable insights and solidify relationships, boosting loyalty and advocacy.

Enhanced Communication Cadence: 12% Higher Client Satisfaction

Improving client satisfaction by implementing a structured and personalized communication cadence. Building stronger advisor-client relationships.

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