Client retention

They need to see that their firm offers a path to the future.

‘De-commoditize’ yourself by filling the role technology can’t play.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

Protecting yourself can help you protect your clients in financial planning.

How much do you really know about clients' satisfaction with your firm and its services?

Treat all your clients with the same respect.

When was the last time you called a client just to find out what's new or different?

Your clients will never be satisfied, and that’s a good thing.