Retaining clients is essential for financial advisors, and understanding the factors that contribute to client retention is key. While there are many factors, some of the most important ones include providing quality advice, offering personalized service, and staying in touch with clients. Taking these steps can help create an environment that encourages clients to stay with the financial advisor for the long-term. Make sure to check these 4 important client retention statistics along with tips to increase client retention in your business.
Top 4 Client Retention Statistics in Financial Advice You Need to Know
Financial advisors know that client retention is essential for long-term success. To help you stay up-to-date with the latest trends in the industry, ExpertBox will provide an overview of the top 4 client retention statistics in financial advice that you need to know to increase retention.
