Client Retention: The Game of Stay or Stray

Mar 5, 2014 / By Doug Trott
Print AAA
Add to My Archive
My Folder

My Notes
Save
Horsesmouth Essential: How do your fees affect client loyalty? In what year of the relationship are you most likely to lose a client? What age client and what size household are most loyal? New research on trends in client retention answers these questions and more.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.