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

Equity Comp Modeler

For executives with too much company stock. Visualizes the concentration risk and tax implications of diversification strategies.

Estate Planning Seminars: $10M AUM Retained from At-Risk Clients

Retaining at-risk clients by offering value-added estate planning seminars that address critical financial concerns. Preventing AUM attrition.

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Exclusive Events Boost Client Loyalty Scores by 25%

Rossi Family Office Services saw a significant increase in client loyalty scores by hosting exclusive events and networking opportunities.

Financial Planning Updates Curb Client Concerns, Reduce Churn by 8%

Offering proactive financial planning updates reduced client anxiety during market fluctuations, decreasing churn by 8%.

Gamified Financial Planning App Drives 25% Higher Engagement

Learn how a gamified financial planning app increased client engagement by 25% and strengthened client relationships for Precision FG.

Generational Wealth: 15% Increase in Whitfield's Family Accounts

Amelia Whitfield's firm saw a 15% jump in family accounts by prioritizing intergenerational wealth transfer planning for existing clients.

Generational Wealth Transfer Planning: 90% Family Retention

Secure long-term client relationships through generational wealth transfer planning. Reeves Institutional Advisors achieved 90% family retention. Jonathan Reeves.

Generational Wealth Transfer Plan Preserves $5M in AUM

Strategic planning for wealth transfer retains assets. New Horizons implemented a detailed plan, ensuring continued management of inherited assets.

Granite Peak Achieves 30% Referral Increase With Client Podcast

Explore how Granite Peak Advisors leveraged a client podcast to boost referrals by 30% and enhance client engagement.

Harrington Advisors Achieves 96% Client Retention With Milestone Celebrations

Automated personalized milestone celebrations significantly improved client engagement and reduced attrition at Harrington Legacy Advisors.

Harrington Legacy: 10% AUM Growth from Client Appreciation

Increased AUM growth through client appreciation events. Harrington Legacy Advisors fostered stronger bonds and deepened relationships.

Harrington Legacy: 15% AUM Retention Boost Via Next-Gen Program

Increased AUM retention by engaging the next generation. Harrington Legacy Advisor's comprehensive next-gen program fosters lasting relationships.

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