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 Health Score: Whitfield Achieves 98% 'A' Client Retention

Whitfield Tax leverages a proprietary client health score dashboard, enabling proactive intervention and boosting retention among top-tier clients.

Client Loyalty Program: Increased Referrals by 25%

Boost referrals and client retention with a strategic client loyalty program. Learn how Reeves saw a 25% increase. Jonathan Reeves advisor.

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Client 'Lunch & Learn' Events Lift Satisfaction 28%

See how client 'Lunch & Learn' events helped Reeves Institutional Advisors boost client satisfaction scores by 28% through education.

Client Podcast Boosts Engagement, Drives 15% AUM Growth

Harrington Legacy Advisors launched a client podcast to build stronger relationships and increase assets under management.

Client Podcast Increases Engagement by 60% - Summit Capital

Summit Capital launched a client podcast to provide valuable financial insights and foster stronger relationships with existing clients.

Client Portal Adoption Increased Retention 10% at Richardson & Assoc.

See how improved client portal adoption at Richardson & Associates directly increased client retention by 10 percent.

Client Portal Engagement: 25% More Active Users

Increased client portal engagement by 25% through enhanced features and promotion, providing greater value and accessibility for Vanguard Point Advisors.

Client Portal Engagement Increases 60% Through Gamification

Elevate Wealth boosted client portal engagement by 60% by incorporating gamification elements to encourage frequent access and interaction. Marcus Williams, CFP, ChFC at Elevate Wealth Management, $440M AUM.

Client Portal Engagement Jumped 60% with Diana Rossi's Redesign

See how Diana Rossi redesigned her firm's client portal to drive a 60% increase in user engagement and reduce client support requests.

Client Portal Engagement Up 65% with Personalized Content

Rossi Family Office Services increased client portal engagement by delivering personalized content and financial planning tools.

Client Satisfaction Jumps 45% With Tiered Service Model

Cornerstone implemented a tiered service model, improving client satisfaction scores by 45% through personalized attention.

Client Satisfaction Survey Revamp: 15% Higher NPS for Santos Group

Increased client satisfaction by redesigning feedback loops and prioritizing action based on insightful client sentiment analysis.

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