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

Zero 90-Day Churn with White-Glove Onboarding

See how a white-glove onboarding experience eliminated 90-day churn for new clients at Richardson & Associates.

PreviousPage 25 of 25

Back to All Case Studies

Why Golden Door?

Institutional-grade research standards
Data-driven benchmarks from 50+ firms
Actionable playbooks, not just theory