client attrition
What do you have to change to keep clients?
August 25, 2026Changes to financial services are coming thick and fast, and advisers know that clients are rapidly changing in their expectations of service, solutions and experiences. So what clients want is changing and we should ask…
Where will the greatest disruption to your practice come from?
February 28, 2022Disruption has long been a feature of financial services distribution. Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to control or autonomy of distributors….but…
This 1 Thing Could Lose You More Than 50% Of Your Clients
February 18, 2022For just about any practitioner to lose clients is bad, but losing 50% or more of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course,…
Listen to the market or get out while you can
April 7, 2017“Two Ears but only one mouth”…blah blah blah…sales training 101, right? We know how important it is to “listen” to clients, and we know the danger of losing touch with what they want and what…