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

Proprietary Client Health Score Drives 20% More Engagement

A proprietary client health score dashboard increased client engagement by 20% by proactively identifying and addressing client needs.

Quarterly Business Reviews Cut Client Churn by 10% - Lisa Tanaka

See how quarterly business reviews reduced client churn by 10% at Precision Financial Group, fostering stronger communication.

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Quarterly Business Reviews Reduce Attrition by 12% for HNW Clients

Learn how implementing quarterly business reviews with HNW clients at Vanguard Point Advisors reduced attrition by 12% and strengthened relationships.

Quarterly Business Reviews Reduce Attrition by 20%

Rossi Family Office Services implemented regular business reviews to proactively address client concerns and reduce attrition by 20%.

Quarterly Business Reviews Reduce Attrition by 22% at Reeves

Discover how Reeves Institutional Advisors implemented quarterly business reviews to proactively address client concerns and reduce attrition by 22%.

Quarterly Financial Checkups Boost Client Touchpoints By 100%

Explore how quarterly financial check-ups improved client touchpoints by 100% at Granite Peak Advisors.

Reeves Achieves 95% Client Retention via Podcast Engagement

See how Reeves Institutional Advisors leveraged a client podcast to enhance engagement and achieve a 95% client retention rate.

Referral Engine: 3.2 Introductions Per Client Annually

Generate consistent referrals with a structured referral engine. Learn how Reeves Institutional Advisors achieved 3.2 introductions per client. Jonathan Reeves.

Referral Engine Generates 3.5 Introductions Per Client for Hayes

Unlock organic growth. New Horizons Financial implemented a strategic referral program boosting client acquisition by incentivizing satisfied clients.

Referral Engine Generates 3+ Introductions per Client

Building a referral engine generated 3+ introductions per client annually, significantly expanding Luminary's reach.

Referral Program Achieves 20% Higher Retention, $500K New AUM

Explore how a revamped referral program at Vanguard Point Advisors increased client retention by 20% and generated $500,000 in new AUM.

Referral Program Delivers 30% Higher Client Lifetime Value

Elevate Wealth's revamped referral program resulted in 30% higher client lifetime value by attracting more qualified and engaged clients. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

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