Client retention

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.

This in-house position helps one firm attract larger clients and build contractual relationships with descendants.

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.

Don’t just say you do the right thing, show you do the right thing. Here’s how.

Advisers must act as reliable resources to protect clients’ futures and take their trust to heart.

Don’t just say you do the right thing, show you do the right thing. Here’s how.