According to research from Bain & Company, “In financial services...a 5% increase in customer retention produces more than a 25% increase in profit.”
Even better than simply retaining current clients is expanding those existing relationships.
It’s not uncommon for individuals to have money tucked away in odd places – an old 401(k) with a former employer, inherited retirement accounts they just never bothered to move. Convince your clients to bring all of their assets under your roof, and you boost your AUM. Your clients, of course, will want to understand what’s in it for them. Technology can help you demonstrate the benefits.
Join us to see how Orion Risk Intelligence can help you build and visualize a holistic financial plan for your clients. When you can paint a picture of what the future may look like with your firm at the helm, you win trust and further existing relationships.
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use._1669864094384