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

10% Reduction in Churn with Enhanced Onboarding Process

Discover how an enhanced onboarding process reduced client churn by 10% by setting clear expectations and providing exceptional initial support.

15% Increased Client Portal Engagement via Gamification

Drive client portal adoption and engagement. Our gamification strategy increased usage by 15% for Ferguson Estate Planning clients.

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20% AUM Growth via Client Appreciation Events

Meridian Wealth Partners grew AUM by 20% through engaging client appreciation events. Learn how fostering relationships boosted growth.

20% Lift in HNW Referrals with Quarterly Business Reviews

Discover how implementing quarterly business reviews with HNW clients resulted in a 20% increase in high-net-worth client referrals.

40% Faster Next-Gen Onboarding With Digital Engagement Platform

Cornerstone implemented a digital engagement platform for next-generation clients, accelerating onboarding by 40% and boosting early retention.

40% Faster Onboarding: A White-Glove Experience Drives Client Loyalty

See how Richardson & Associates shortened their onboarding process by 40% with a white-glove experience. Boost client satisfaction from day one.

40% Faster Onboarding Cuts 90-Day Churn to Near Zero

By streamlining the onboarding experience, Rossi Family Office Services dramatically reduced early client churn and increased customer lifetime value.

40% Faster Onboarding: Digitizing Client Experience at Summit Capital

David Park spearheaded a digitization initiative that accelerated the onboarding process by 40%, improving client satisfaction.

40% Faster Onboarding: Digitizing Client Forms with DocuSign

Pacific Ridge Wealth implemented DocuSign, accelerating onboarding by 40% and improving client satisfaction.

40% Faster Onboarding: Reduced Churn for Ferguson Estate Planning

Improve onboarding efficiency and reduce client churn. Our white-glove onboarding process for Ferguson Estate Planning reduced time by 40%.

40% Faster Onboarding: Streamlined Digital Workflow

Cornerstone automated its onboarding process, cutting onboarding time by 40% and improving client satisfaction.

40% Faster Onboarding: Streamlining New Client Experience at PFG

See how Precision Financial Group reduced client onboarding time by 40% through digital process automation, improving client satisfaction.

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Lead Gen2781 Client Service2229 Retention289 Compliance190 Practice Management170 Client Onboarding128 Tax Planning79 Estate & Succession70 Niche Specialization49 Charitable Giving27

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