Client retention

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

The award marks the largest of its kind this year.

Advisors need all they help they can get retaining clients. That's where technology comes in.

Excelling in these qualities can help a firm deliver a consistently strong experience.

There may be a silver lining to be found despite this challenging situation.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.