3 Ways Financial Advisors Can Increase their Customer Retention Rates

As a financial advisor, you understand how important it is to keep clients. According to the Gartner Group, 80% of your future profits are generated by 20% of your existing clients. But keeping clients is not as easy as it sounds. Improving customer retention takes a little bit of strategy and a lot of creativity. Below, we have three ideas that can help you keep your clients with you for the long haul.