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

40% Faster Onboarding: White-Glove Experience Boosts Client Stickiness

Accelerating client onboarding and reducing initial churn with a streamlined and personalized white-glove experience. Setting the stage for long-term relationships.

40% Faster Onboarding with Automated Document Collection

Automated document collection reduced client onboarding time by 40%, improving client satisfaction and advisor efficiency.

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40% Faster Onboarding with Personalized Digital Experience

Meridian Wealth Partners reduced onboarding time by 40% with a personalized digital experience. Discover their streamlined client welcome process.

40% Increase in Client Loyalty Scores via Advisory Board

Discover how establishing a client advisory board boosted client loyalty scores by 40% and improved service offerings.

40% More 5-Star Reviews: Optimized Client Testimonial Process

Optimized client testimonial process increased 5-star reviews by 40%, attracting new clients and building trust.

40% NPS Improvement via Tiered Service Model

Discover how a tiered service model at Richardson & Associates led to a 40% improvement in Net Promoter Score (NPS).

500% Social Media Engagement Growth via Community

Created a vibrant social media community, increasing engagement by 500% and fostering stronger client relationships.

50% Boost: Referral Program Ignites New Client Acquisition

Discover how a revamped referral program helped Reeves Institutional Advisors boost new client acquisition by 50% year over year.

5x Engagement: Social Media Builds Thriving Client Community

Discover how Reeves Institutional Advisors used social media to build a thriving client community and increase engagement fivefold.

65% Faster Issue Resolution via Dedicated Support Team

A dedicated support team at Pacific Gate Capital improved issue resolution time by 65%, leading to increased client satisfaction and loyalty.

70% Higher Engagement via Personalized Client Segmentation

See how personalized client segmentation increased client engagement by 70% through targeted communication and customized service offerings.

90% Positive Feedback: Post-Meeting Satisfaction Surveys

Post-meeting satisfaction surveys achieved 90% positive feedback, guiding improvements and deepening client relationships.

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