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

Lisa Tanaka Boosts Referrals 30% with Client Appreciation Events

Discover how Precision Financial Group increased referrals by 30% by hosting exclusive client appreciation events, fostering stronger relationships.

Loyalty Program Drives Referrals, Adds $5 Million in New AUM

A tiered client loyalty program at Harrington Legacy Advisors boosted referrals and attracted new assets under management.

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Luminary Achieves 98% AUM Retention with Client Advisory Board

Luminary Wealth Partners improved AUM retention to 98% by implementing a Client Advisory Board, fostering stronger relationships and understanding client needs.

Market Volatility Strategy Prevents $2M AUM Loss

Learn how a proactive market volatility strategy at Reeves Institutional Advisors prevented a $2 million AUM loss during a downturn.

Milestone Celebrations Generate 18% More Positive Client Feedback

Discover how Rossi Family Office Services saw an 18% jump in positive feedback after implementing automated milestone celebrations.

Montgomery Retirement: 15% AUM Retention Lift via Client Loyalty Program

Boosting AUM retention by building a multi-tiered client loyalty program focused on exclusive value-added services. Reducing churn and increasing client lifetime value.

Montgomery Retirement: 20% Increased Referrals via Client Surveys

Improving client referrals and satisfaction through proactive feedback gathering and responsive service adjustments. Building a client-centric practice.

Next-Gen Engagement: 25% Increased Heir Account Transfers

Cornerstone crafted a specialized engagement program for heirs, resulting in a 25% increase in account transfers and long-term retention.

Next-Gen Engagement: 25% Increase in Millennial Client Retention

Learn how Richardson & Associates increased millennial client retention by 25% through innovative engagement strategies. Attract and retain younger clients.

Next-Gen Engagement: 35% Increased Heir Participation

Increased participation from next-generation heirs by 35% through a tailored engagement program designed for Vanguard Point Advisors.

Next-Gen Engagement: Legacy Bridge Sees 25% Heirs Portal Adoption

Discover how Legacy Bridge Advisors achieved 25% adoption of their next-generation client portal among heirs with targeted content.

Next-Gen Program Drives 45% Heir Engagement

Discover Granite Peak's next-gen engagement program that significantly increased heir participation by 45%.

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