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

Summit Capital's Referral Program Drives 18% New Client Acquisition

David Park launched a formal referral program that significantly boosted client acquisition through incentivized referrals at Summit Capital.

Summit Captures $250K AUM: Automated Milestone Celebrations

Summit Capital automates personalized milestone celebrations to strengthen client relationships and increase assets under management.

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Summit Reduces Churn by 22%: Targeted Onboarding for High Net Worth

Summit Capital developed a tailored onboarding experience for High Net Worth clients, significantly improving retention rates.

Summit Retains 90% of Clients with Early-Stage Financial Plans

Summit Capital provides clients with detailed financial plans early in the relationship, leading to higher satisfaction and better retention.

Summit's Referral Engine Generates 5+ Intros Per Client

Summit Capital incentivized client referrals with a strategic referral program, resulting in a significant increase in new client acquisition.

Targeted Surveys Increase Client Satisfaction by 10%

Discover how Legacy Bridge Advisors increased client satisfaction by 10% using targeted surveys focused on specific services.

Tax Loss Harvesting: $485K in Client Tax Savings

Implemented a strategic tax loss harvesting program, resulting in $485K in tax savings for clients of Vanguard Point Advisors and enhancing their overall returns.

Tax Loss Harvesting Optimization: $250K Realized Tax Savings

Discover how optimized tax loss harvesting generated $250,000 in realized tax savings for Whitfield Tax clients, enhancing client retention and value.

The Estate Flowchart

Where does the money actually go? A flow diagram showing heirs, taxes, and charity. Perfect for demonstrating the need for trust work.

Thomas Adeyemi's Targeted Communication Drove a 98% Client Retention

Learn how targeted communication strategies, designed by Thomas Adeyemi, helped Vanguard Point Advisors achieve a remarkable 98% client retention rate.

Tiered Service Model: 40% Improved Client Satisfaction

Boost client satisfaction with tailored service offerings. Ferguson Estate Planning saw a 40% satisfaction increase after our tiered model.

Tiered Service Model: 40% Improved Satisfaction Among High-Net-Worth Clients

Elevating client satisfaction by implementing a tiered service model catering to different client segments. Personalized financial advice.

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