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

Client Advisory Board Boosts Satisfaction Scores by 20%

See how Granite Peak improved client satisfaction scores by 20% by implementing a client advisory board.

Client Advisory Board Drives 15% AUM Growth for New Horizons

Elevate client relationships. Rebecca Hayes leverages a Client Advisory Board to gain valuable insights, ensuring services align with client needs.

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Client Advisory Board Drives 15% Referral Increase for Reeves

Learn how Reeves Institutional Advisors used a client advisory board to gather valuable feedback and generate a 15% increase in referrals.

Client Advisory Board Drives 20% Increase in Referrals

Learn how establishing a client advisory board boosted client referrals by 20% and strengthened Precision Financial Group's client relationships.

Client Advisory Board Drives 20% Service Improvement

Pacific Ridge Wealth's Client Advisory Board led to a 20% improvement in client service satisfaction based on gathered feedback.

Client Appreciation Event: 20% Referral Increase, Ferguson Planning

Foster loyalty and generate referrals. A client appreciation event led to a 20% referral increase for Ferguson Estate Planning.

Client Appreciation Event Boosts Engagement by 30%

Strengthen client bonds through appreciation events. New Horizons hosted a successful event that significantly increased client engagement metrics.

Client Appreciation Event Generates $2 Million in New Investments

A well-planned client appreciation event resulted in significant new investment and strengthened client loyalty for Harrington Legacy Advisors.

Client Appreciation Event Generates 12 New Referrals

A client appreciation event generated 12 new qualified referrals, highlighting the power of building strong community ties.

Client Appreciation Events: 8% Decrease in Annual Attrition

Reduced client attrition through a series of engaging client appreciation events that fostered a stronger sense of community.

Client Appreciation Events Generate 10% Referral Boost

Elevate Wealth's client appreciation events resulted in a 10% increase in client referrals, strengthening relationships and driving new business. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Client Health Score Dashboard: Predictive Attrition Reduction (8%)

Prevent client churn with a predictive client health score dashboard. See how Reeves Institutional Advisors reduced attrition by 8%. Jonathan Reeves.

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