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

Tiered Service Model Increases Satisfaction by 35%

Pacific Ridge's tiered service model improved client satisfaction scores by 35% through personalized service options.

Value-Added Estate Planning Seminars Increased Retention by 12%

Explore how Richardson & Associates' value-added estate planning seminars increased client retention by 12% through education.

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Value-Added Tax Planning Services Drive 20% Retention Increase

Elevate Wealth experienced a 20% increase in client retention by offering comprehensive value-added tax planning services to existing clients. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Value-Added Workshops Increase Client Satisfaction by 30%

Explore how offering value-added financial literacy workshops increased client satisfaction by 30% for Precision Financial Group.

Vanguard Point Advisors: 15% Retention Boost via AI Churn Prediction

Discover how Vanguard Point Advisors used AI to identify at-risk clients, proactively address concerns, and boost client retention by 15%.

Volatility Mitigation: Legacy Bridge Cuts Attrition by 12%

Explore how Legacy Bridge Advisors reduced client attrition by 12% during a period of market volatility through proactive communication.

Volatility Strategy: Maintained 95% Client Retention During Market Dip

See how a proactive volatility management strategy helped Vanguard Point Advisors maintain a 95% client retention rate during a significant market downturn.

White-Glove Onboarding Slashes 90-Day Churn to Near Zero

Elevate Wealth virtually eliminated 90-day client churn by implementing a white-glove onboarding experience for new clients. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Whitfield Reduces Churn to 0% with White-Glove Onboarding

Whitfield Tax's revamped onboarding process significantly reduces client churn within the first 90 days through personalized attention and clear communication.

Whitfield Tax: 98% Client Retention During Market Volatility

Discover how Whitfield Tax & Wealth achieved a 98% client retention rate during a volatile market using proactive communication and tailored strategies.

Whitfield Tax Boosts HNW Client Retention 18% with Quarterly Reviews

Amelia Whitfield enhanced client loyalty by proactively implementing quarterly business reviews, resulting in improved communication and satisfaction among HNW clients.

Zero 90-Day Churn with Empathetic New Client Journey

Meridian Wealth Partners achieved zero 90-day client churn by focusing on an empathetic new client journey. Learn their secrets to early engagement.

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