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

Annual Review Revolution: 30% More Clients Engaged & Retained

Learn how revamping annual review meetings increased client engagement and retention by 30% at Richardson & Associates. Keep clients coming back.

AUM Increased 8% Via Proactive Beneficiary Review Program

Learn how Rossi Family Office Services increased AUM by 8% by implementing a proactive beneficiary review program.

Back to All Case Studies

Automated Milestone Celebrations: 10% Increased Retention

Automated personalized milestone celebrations, boosting client retention by 10% and strengthening relationships.

Automated NPS Surveys: Whitfield Increases Promoters by 22%

Whitfield Tax automates Net Promoter Score (NPS) surveys, gathering valuable feedback and significantly increasing client promoters.

Automated Onboarding: 50% Faster Client Setup

Automated client onboarding process, resulting in 50% faster client setup for Vanguard Point Advisors and creating a smoother, more positive initial experience.

Automated Rebalancing Alerts Lift Retention By 12%

Explore how Granite Peak used rebalancing alerts to boost retention by 12% through proactive communication and transparency.

Automated Review Requests Increased Positive Reviews by 60%

Discover how automating review requests boosted positive online reviews by 60% for Richardson & Associates, enhancing credibility.

Automated Task Reminders: 25% Improvement in Client Follow-Up

Improve client communication and service. Automated reminders helped Ferguson Estate Planning improve client follow-up by 25%.

Boosted Client Loyalty: 22% Referral Rate Increase

Increased client referral rates by 22% through a revamped referral program, enhancing loyalty and driving organic growth for Vanguard Point Advisors.

Boosting AUM with Proactive Rebalancing Alerts: +$4M Gains

Discover how proactive rebalancing alerts drove portfolio performance and enhanced client retention, resulting in $4 million in new AUM. Jonathan Reeves advisor.

Boosting NPS by 20 Points: Legacy Bridge Listens and Adapts

Discover how Legacy Bridge Advisors increased their Net Promoter Score by 20 points through actively soliciting and acting on client feedback.

Building Community: 35% Increase in Next-Gen Referrals

Boosted client referrals and engagement with next-generation clients by establishing an engaging social media community with valuable content.

PreviousPage 7 of 25Next

Stay Ahead

Get Retention Insights

Join 2,000+ advisors receiving our latest benchmarks and tools.

Explore Categories

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

Why Golden Door?

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