Скачать или смотреть How Do Firms Benchmark Client Retention Performance?

Understanding how your firm's client retention stacks up is vital for growth, but how do you measure it effectively? This video explores the key strategies wealth management firms use to benchmark their performance.

In this video, you'll discover:
► Why benchmarking client retention is essential for sustainable growth in wealth management.
► Key metrics and approaches firms utilize to track and evaluate client loyalty.
► How to identify areas for improvement by comparing your firm's performance against industry standards.
► Practical steps to implement a robust client retention benchmarking process within your organization.


#ClientRetention, #WealthManagement, #FinancialAdvisor, #Benchmarking, #AdvisorSuccess