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Keyword: Client retention

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usiness team in a meeting looking at a sheet of paper

Digital marketing tools may be the answer

  • By: IE Staff
  • July 28, 2020 December 15, 2020
  • 12:37
client complaints tablet

How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure client issues are resolved to satisfaction

Telling stories to win clients

Getting new clients is good, but keeping the clients you have can be far more profitable

The secret of client retention

Deep knowledge of your clients is essential to meeting their expectations

Telling stories to win clients

Acquiring new clients is expensive, time-consuming and uncertain

Go beyond the basics to reinforce your relationship

“Once you have retained a client for five years, you are likely to keep them for life”

Deepen your relationships so clients will want to stay

Holding on to existing clients is more cost-effective than finding new ones

Older, high net worth clients with a hybrid fee model are the most likely to stick with their advisors