The Adviser Client Relationship Most Firms Only Have With Half the Household
In most advised couples one partner owns the adviser client relationship. Bereavement, divorce and incapacity expose that. How to build it with both.
Tag
Client retention
4 articles tagged with "Client retention"
Succession Planning for Your Wealth Advisory Practice
How to build a wealth advisory practice with transferable value, plan your exit, and protect client relationships through succession.
Intergenerational Wealth Transfer: How Advisers Can Bridge the Generational Gap
How wealth advisers can prepare for intergenerational wealth transfer. Strategies for retaining assets and building multigenerational client relationships.
Why HNW Clients Are Leaving Traditional Wealth Managers
High net worth clients are moving away from large wealth firms. We explore the key reasons and what independent advisers can learn from the trend.