by Carolyn Rothwell on January 28, 2014

Which Clients are most likely to Leave? Client Retention Study

A recent study from PriceMetrix, a practice management software and data services company, focused on client retention and attrition metrics.  Today’s post focuses on characteristics of clients who are the most likely to leave, helping you identify clients who could be most at risk for leaving  and  allowing you the chance to take extra care in supporting the relationship and conveying your value.  

Advisors are able to provide value and build a deeper relationship with clients by discussing concerns, goals, and dreams for the future, and then creating a financial plan to alleviate those concerns, help achieve their goals, and support their dreams.  Creating and updating financial planning projections is a solid method to support your clients and your relationships.   

View the full survey results by visiting:

Which Clients Are Most Likely to Leave?


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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.