Client retention

Don’t underestimate how valuable your services can be when clients make property decisions.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

These firms reported the highest share of accounts topping $100,000.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

Create an everlasting cultural legacy for employees to make a seamless transfer.