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

Next-Gen Wealth Transfer: Boosting Retention by 35%

Discover how a proactive next-generation wealth transfer strategy increased client retention by 35% for Precision Financial Group.

NPS Increased by 15 Points with Post-Meeting Surveys

Meridian Wealth Partners boosted their Net Promoter Score by 15 points with post-meeting client satisfaction surveys. Discover their feedback loop.

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NPS Optimization: 12-Point Increase in Promoter Score

Optimized Net Promoter Score (NPS) process, resulting in a 12-point increase in promoter score for Vanguard Point Advisors, enhancing client advocacy.

NPS Optimization: 20-Point Jump in Promoter Score

Improve client satisfaction and retention by optimizing your Net Promoter Score. Reeves Institutional Advisors saw a 20-point jump. Jonathan Reeves.

NPS Optimization Drives $150K AUM Increase in 6 Months

Learn how NPS score improvements helped Granite Peak increase AUM by $150,000 in just six months.

NPS Score Up 25 Points: Client Advisory Board Success Story

Improve client satisfaction and gain valuable insights. Ferguson Estate Planning saw a 25-point NPS increase after implementing our advisory board.

Optimized Communication Cadence Reduces Client Churn by 8%

Adjusting the communication cadence reduced client churn by 8%, enhancing trust and keeping clients informed.

Pacific Gate: $120K More Revenue from Loyalty Program

Learn how a well-designed client loyalty program generated an additional $120K in revenue by encouraging client retention and referrals.

Pacific Gate: 15% Lower Attrition with AI-Powered Predictions

Learn how Pacific Gate Capital reduced client attrition by 15% by using AI to identify at-risk clients and proactively engage them.

Pacific Gate: 25% Better Client Satisfaction via Surveys

Learn how Pacific Gate Capital boosted client satisfaction scores by 25% through regular client satisfaction surveys and proactive improvements.

Pacific Gate Capital: 95% Client Retention During 2022 Downturn

See how Pacific Gate Capital maintained a 95% client retention rate during the challenging 2022 market downturn by leveraging proactive communication.

Pacific Ridge Achieves 5% Growth from Targeted Client Events

Targeted client events at Pacific Ridge led to a 5% AUM growth through referrals and enhanced client engagement.

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