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

Harrington Legacy: 20% Lower Churn with Enhanced Onboarding

Reduced client churn with a streamlined onboarding experience. Harrington Legacy Advisor's new client process solidified relationships early on.

Harrington Legacy: 40% Increase in Client Engagement Via Reviews

Improved client engagement through insightful annual review meetings. Harrington Legacy Advisors saw a boost in activity and retention.

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Harrington Legacy: Generational Wealth Program Cuts Attrition 25%

Reduced attrition through generational wealth transfer program. Harrington Legacy Advisor's specialized service secured family fortunes.

Harrington Legacy: NPS Score Up 30 Points with Enhanced Service

Improved client satisfaction scores and retention rates. Harrington Legacy Advisors' enhanced service model drove significant improvements in NPS.

Harrington Legacy: Reduced Complaints 60% via Client Training

Decreased the need for complaint resolution via client onboarding training. Harrington Legacy Advisors proactively trained clients.

Harrington's Tiered Service Model Drives 12% Portfolio Growth

Increase client portfolio value via bespoke tiered service. Harrington Legacy Advisors tailored their services to improve investment outcomes.

Hayes Achieves 95% Client Retention via Next-Gen Engagement

New Horizons Financial implemented a next-gen engagement program, securing their clients' legacies. Boost AUM with proactive wealth transfer strategies.

Hayes Automates Review Process, Cuts Attrition Risk by 22%

Minimize attrition with proactive client reviews. Automated systems alert New Horizons to potential client dissatisfaction and improve overall satisfaction.

Improved Communication Cadence: 15% Higher Client Satisfaction

Learn how a revised communication cadence boosted client satisfaction at Precision Financial Group by 15% by providing regular updates.

James Harrington Saves $120K With Automated Proactive Rebalancing Alerts

Proactive rebalancing alerts, powered by AI, helped Harrington Legacy Advisors retain clients and avoid costly manual adjustments.

Legacy Bridge Achieves 30% Client Portal Engagement Increase

Learn how Legacy Bridge Advisors boosted client portal engagement by 30% with a redesign focused on usability and value-added content.

Legacy Bridge Boosts Client Retention 15% via Milestone Outreach

Learn how Legacy Bridge Advisors improved client retention by 15% using personalized, automated birthday and milestone outreach programs.

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