We have collected our blog series on "attracting and retaining clients" into a single whitepaper, with our key takeaways highlighted for your convenience, such as the top reasons clients leave their advisers:
• 61% left because their adviser did not promptly return phone calls.
• 53% left because the adviser was not proactive enough about reaching out.
• 46% left because the adviser did not return e-mails in a timely manner.
The paper also covers topics such as:
- Staying ahead of the curve
- Why do clients leave?
- What can wealth managers do to keep their clients?
- How to gain new clients?
- How to turn prospects into clients?
- Client onboarding
Click the image below to register and download the full paper.
