Client retention

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

Advisers who show they care about clients and their interests may have more success.

Books that help advisers self-improve and build their practices.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

Key issues to consider when strategizing clients' future financial health.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

The dingy office, even one that provides excellent service, faces an uphill battle.

Advisors who ignore clients’ progeny risk declining assets and a scramble for revenue sources.

Benefits abound when you hire people with chops in special areas

Opting to do business in an area that appeals to clients could be worth the extra expenses.

Clever ways to build relationships with professionals in other industries can give your practice a boost.

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

Going the extra mile in client service can help attract quality referrals.