Lighthouse Lessons

How to Build Client-Retention Processes That Cut Attrition and Boost Loyalty in Your Advisory Firm

How to Build Client-Retention Processes That Cut Attrition and Boost Loyalty in Your Advisory Firm

East Coast Coaching
Published on: 02/11/2025

Discover how to systematize client-retention for your advisory firm with repeatable processes that enhance loyalty and referrals.

Firm Operations
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Use Your Year-End Review to Boost Client Retention and Service Growth in Your Advisory Firm

Use Your Year-End Review to Boost Client Retention and Service Growth in Your Advisory Firm

East Coast Coaching
Published on: 02/11/2025

Turn your year-end review process into a retention and revenue-growth engine with proactive communication and data-driven service planning.

Year-End Planning
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Keep Clients Loyal for Life With This One Meeting Structure

Keep Clients Loyal for Life With This One Meeting Structure

East Coast Coaching
Published on: 02/11/2025

Client retention is not about dazzling performance or fancy charts; it is about structure. The advisors with the highest loyalty rates run their meetings the same way every time, and clients feel the difference.

Client Service and Sales Skills
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