Retention Case Studies

See how Diana Rossi at Rossi Family Office Services leveraged client segmentation to identify and implement tax-saving strategies, saving clients $340K.

Robert Nakamura leveraged advanced estate planning strategies for generational wealth transfer, saving clients an estimated $340,000 in taxes.

Elevated client retention by going beyond basic financial advice to offer strategic tax planning and wealth optimization.

Learn how personalized tax planning strategies resulted in $340,000 in tax savings for clients, significantly boosting retention for Precision FG.

David Park offered proactive tax planning advice as a value-added service, securing substantial tax savings and solidifying client relationships.

Generate significant tax savings for clients with proactive tax-loss harvesting strategies. See how Reeves saved clients $340K. Jonathan Reeves.

Proactive portfolio rebalancing alerts saved $450,000 in AUM by preventing clients from making emotional decisions during market volatility.

Generated referral revenue by leveraging the power of happy clients. Harrington Legacy Advisor's strategic referral program boosted firm growth.

Proactive tax planning protects client assets. New Horizons identified opportunities for significant tax savings for a long-term client, boosting retention.