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

Strategic Segmentation Yields 12% Increase in Client Satisfaction

Strategic client segmentation based on wealth and life stage led to a 12% increase in overall client satisfaction scores.

Streamlined Account Aggregation Saves Clients 40% On Tax Prep

Learn how streamlined account aggregation at Granite Peak saved clients 40% on tax preparation time and costs.

Back to All Case Studies

Streamlined Onboarding: 40% Faster Client Integration

Reduce client onboarding time and improve initial client satisfaction. Reeves Institutional Advisors achieved 40% faster integration. Jonathan Reeves.

Streamlined Onboarding: 40% Faster, Improves Client Satisfaction

Learn how a streamlined onboarding process at Vanguard Point Advisors reduced onboarding time by 40% and significantly improved client satisfaction scores.

Streamlined Onboarding Process: 40% Faster Client Integration

Discover how streamlining the client onboarding process resulted in a 40% faster integration and improved client satisfaction at Precision FG.

Streamlined Quarterly Reports: Saving Advisors 10 Hours/Week

Learn how streamlined quarterly reports saved Richardson & Associates' advisors 10 hours per week while enhancing client understanding. Improve advisor efficiency.

Summit Capital Achieves 22% Portfolio Growth with Client Loyalty Program

David Park implemented a tiered loyalty program, boosting client retention and driving significant portfolio expansion at Summit Capital Partners.

Summit Capital Achieves 95% Retention Through NPS Optimization

Summit Capital improved client satisfaction and retention by analyzing Net Promoter Scores (NPS) and addressing client concerns.

Summit Capital Boosts NPS by 35% with Targeted Client Surveys

David Park implemented a targeted client survey program, resulting in a significant increase in Net Promoter Score and client loyalty at Summit Capital.

Summit Capital Boosts Retention 15% with Proactive Down Turn Prep

Summit Capital reduces client churn during market volatility with proactive communication and personalized financial plans, increasing client retention.

Summit Capital Creates Next-Gen Client Engagement: 12% AUM Increase

David Park focused on engaging younger, tech-savvy clients, resulting in a notable increase in assets under management at Summit Capital.

Summit Capital's Quarterly Business Reviews: 25% Increased Client Lifetime Value

David Park implemented quarterly business reviews with high-net-worth clients, significantly boosting client lifetime value at Summit Capital.

PreviousPage 22 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