Retention Solutions

A recent study found that acquiring a new customer can cost 6 to 7 times more than retaining an existing customer. Plus, businesses that boosted customer retention rates by as little as 5% saw increases in their profits ranging from 5% to a whopping 95%.

It's critical that you communicate regularly with your clients, providing the information they need in a format that they can easily grasp and understand. Advisors who are most successful at client retention are those that have a plan!

Emerald's client-retention solutions combine a variety of tools that enable advisors to be proactive and communicate relevant financial topics and timely news that will help build strong client relationships. Within our Keep in Touch product suite, advisors have access to an array of financial newsletters, market commentaries, product specific items, greeting cards and more. We also offer the Harry Dent Special Reports that gives your clients a third-party perspective of economic and financial market trends.