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

98% Retention: White-Glove Onboarding Eliminates Early Churn

Learn how Granite Peak's white-glove onboarding process drove retention to 98% by eliminating 90-day client churn.

98% Retention with Next-Gen Wealth Transfer Program

Explore how Richardson & Associates achieved a 98% retention rate with a pioneering program focused on generational wealth transfer.

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98% Retention with Proactive Tax-Loss Harvesting: Sarah Chen, CFP

Meridian Wealth Partners boosted client retention to 98% by proactively implementing tax-loss harvesting strategies. Discover how automation drove results.

Achieving 98% Retention: Personalized Concierge Service

Rossi Family Office Services elevated their concierge service, achieving a 98% client retention rate with customized support and resources.

Addressing Market Volatility: 95% Client Retention for Summit Capital

David Park implemented proactive communication strategies during market downturns, maintaining a high level of client retention at Summit Capital.

AI-Powered Attrition Prediction Saves $80,000 in Lost Revenue

Minimize client attrition using AI. New Horizons Financial leverages AI to predict at-risk clients and implement targeted retention strategies.

AI-Powered Attrition Prediction: Saving $100K in At-Risk Accounts

Discover how AI helped Richardson & Associates identify at-risk clients and proactively prevent attrition, preserving $100,000 in potential lost revenue.

AI-Powered Attrition Prediction: Saving $100K in Lost Revenue

See how Precision Financial Group used AI to predict client attrition, preventing $100K in potential revenue loss through proactive interventions.

AI-Powered Churn Prediction Saves $150,000 in AUM

Discover how AI-powered churn prediction helped Precision Financial Group save $150,000 in AUM by proactively addressing at-risk clients.

AI Predicts At-Risk Clients, Saves $750K in Potential Losses

Using AI to identify clients at risk of attrition allowed Harrington Legacy Advisors to proactively intervene and retain valuable assets.

Amelia Whitfield's AI Alert System: 20% Reduction in Churn

Learn how Amelia Whitfield leveraged AI to identify at-risk clients and reduced churn by 20% through proactive outreach and personalized service.

Amelia Whitfield's Community: 30% Increase in Referrals

See how building a strong social media community resulted in a 30% increase in client referrals for Amelia Whitfield, CPA, PFS.

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