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

Rossi Family Office Generates 3 Referrals Per Client with Program

Learn how Rossi Family Office Services averages 3 referrals per client annually by implementing a structured referral program.

Rossi FOS Reduces Service Complaints by 30% With Client Training

See how client training programs decreased service-related complaints by 30% at Rossi Family Office Services, enhancing client relations.

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Santos Financial: 98% Client Retention via Targeted Segmentation

Improved client retention by implementing advanced segmentation strategies that tailored services and communication for each client segment.

Santos Financial: AI Predicts & Prevents 10% Client Churn

Reduced client attrition by using machine learning to predict which clients are most likely to leave, and intervene proactively.

Santos Group Podcast: 25% Increase in Client Engagement

Launched a client podcast to provide valuable financial insights and build a stronger sense of community, boosting engagement and loyalty.

Satisfaction Surveys Led to 30% Reduction in Negative Feedback

Discover how regular client satisfaction surveys helped Vanguard Point Advisors identify areas for improvement and reduce negative feedback by 30%.

Seamless Onboarding: 90-Day Churn Reduced to 0%

A streamlined, white-glove client onboarding experience reduced 90-day client churn to zero, setting a strong foundation for lasting relationships.

Simplified Onboarding: 40% Faster Account Setup

See how streamlining the onboarding process resulted in 40% faster account setup, improving the client experience and increasing retention.

Social Media Community Increases Engagement by 45%, Reduces Churn

Explore how building an active social media community increased client engagement by 45% and contributed to reduced churn at Vanguard Point Advisors.

Social Media Engagement Drives 10% Increase in Client Loyalty

Cornerstone leveraged social media community building strategies, increasing client loyalty scores by 10% through meaningful online interactions.

Social Media Growth: Legacy Bridge Adds 500 Engaged Followers

See how Legacy Bridge Advisors added 500 highly engaged followers on social media through strategic content and community building.

Strategic Segmentation: 18% Boost in High-Value Client Retention

See how client segmentation strategies helped Richardson & Associates boost high-value client retention by 18%. Deliver customized experiences.

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