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

Personalized Financial Planning: 25% Increase in Client Referrals

Discover how personalized financial planning services led to a 25% increase in client referrals for Whitfield Tax & Wealth.

Personalized Milestone Celebrations Boost Client Loyalty 10%

Automated personalized milestone celebrations enhanced Pacific Ridge's client relationships and increased loyalty by 10%.

Back to All Case Studies

Personalized Milestones: 18% Boost in Client Satisfaction

Automated personalized milestone celebrations, leading to an 18% boost in client satisfaction for Vanguard Point Advisors and deeper relationships.

Personalized Onboarding: 40% Faster Client Integration

Streamlined and personalized the client onboarding process, resulting in faster integration and increased early client satisfaction.

Personalized Onboarding: 40% Faster, Higher Retention

See how personalized onboarding at Reeves Institutional Advisors boosted client retention and sped up the process by 40%.

Personalized Onboarding: Legacy Bridge Cuts Attrition 5%

Learn how Legacy Bridge Advisors cut early client attrition by 5% with a personalized and streamlined onboarding process.

Personalized Video Summaries: 18% Increase in Client Advocacy

Boost client advocacy and understanding. Personalized video summaries increased client advocacy by 18% for Ferguson Estate Planning.

Personalized Videos: Whitfield Sees 12% Higher Client Engagement

Whitfield Tax uses personalized video messages to enhance client communication, resulting in significantly improved engagement and retention.

Personalized Video Updates Cut Churn by 7% (Richardson & Assoc)

Richardson & Associates cut client churn by 7% with personalized video updates. Learn how they built trust and loyalty.

Personalized Video Updates Reduce Client Inquiries by 30%

Short, personalized video updates helped Harrington Legacy Advisors proactively address client concerns and reduce inbound inquiries.

Personalized Video Updates: Reducing Client Attrition by 18%

Discover how personalized video updates reduced client attrition by 18% and enhanced communication at Precision Financial Group.

Podcast Launch: Deepening Client Engagement by 45%

Explore how launching a client-focused podcast increased client engagement by 45% for Precision Financial Group.

PreviousPage 17 of 25Next

Stay Ahead

Get Retention Insights

Join 2,000+ advisors receiving our latest benchmarks and tools.

Explore Categories

Lead Gen2781 Client Service2229 Retention289 Compliance190 Practice Management170 Client Onboarding128 Tax Planning79 Estate & Succession70 Niche Specialization49 Charitable Giving27

Why Golden Door?

Institutional-grade research standards
Data-driven benchmarks from 50+ firms
Actionable playbooks, not just theory