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

92% Annual Review Satisfaction: Enhanced Client Communication

Summit Capital improved client satisfaction with comprehensive and personalized annual review meetings, leading to higher retention.

92% Satisfaction: Client Survey Drives Service Improvements

Learn how a client satisfaction survey helped Reeves Institutional Advisors improve their services and achieve a 92% client satisfaction rating.

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95% Client Retention During Market Volatility: Precision Financial Group

Learn how Lisa Tanaka's Precision Financial Group maintained a 95% client retention rate during significant market downturns by implementing proactive communication.

95% Retention During Market Volatility for HNW Clients

Maintaining client trust and minimizing attrition during economic uncertainty is paramount. Learn how we achieved 95% retention. Jonathan Reeves' insight.

98% Client Retention: Claire's 'Financial Wellness Wednesday' Social Strategy

Achieving industry-leading client retention with a consistent social media strategy focused on financial wellness education. Increased client engagement and brand loyalty.

98% Client Retention with Harrington's Proactive Communication Plan

Achieve near-perfect client retention through proactive communication. Harrington Legacy Advisors implemented a strategic communication plan for lasting relationships.

98% Client Satisfaction Score with Proactive Communication Strategy

Boost client satisfaction via proactive updates. New Horizons saw satisfaction soar with a streamlined, transparent communication strategy.

98% Retention Rate Achieved Through Next-Gen Client Onboarding

A streamlined, digital onboarding process significantly improved client satisfaction and increased retention at Harrington Legacy Advisors.

98% Retention Rate: Summit Capital's White-Glove Onboarding Process

Summit Capital's revamped onboarding experience, led by David Park, dramatically reduced 90-day churn and fostered stronger client relationships.

98% Retention Rate: White-Glove Onboarding at Pacific Ridge

Pacific Ridge Wealth's white-glove onboarding experience achieved a 98% retention rate in the first year, showcasing the power of personalization.

98% Retention Rate with White-Glove Onboarding Experience

Cornerstone's white-glove onboarding experience resulted in a 98% client retention rate, solidifying long-term relationships.

98% Retention via Personalized Milestone Outreach with Ferguson Estate Planning

Boost client retention with personalized communications. We helped Ferguson Estate Planning achieve a 98% client retention rate through targeted outreach.

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