The bedrock of client experience
While clients tend to be loyal to their advisers, enhancing the firm's client experience is a way of ensuring they stay.
You probably know that once a client selects a financial adviser, they rarely leave. In fact, according to McKinsey & Co., client retention rates hover right around 94%.
Given the loyalty clients show toward their advisers, it’s understandable that you may wonder, “Why should I put
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