Retaining and maintaining current clients is an art unto itself for successful RIAs, especially in uncertain market and economic environments. Whether your clients are individuals, families, family offices, or pension plans, foundations and endowments, a client-centric practice is essential for retention.
Not only is CRM and technology integration absolutely necessary for a smooth-running practice, but staff and team members must be on the same page regarding client service methods. Clear communication, client education, full disclosure, transparency and the respect you show clients go a long way toward keeping and growing your client base. Articles and case histories about these topics and more are featured.
