Getting to know you: Earning client loyalty

Advisers have spent the past few months looking long and hard at their client banks to determine those that will be viable to maintain with their chosen business model and how to best go about retaining these clients. Meanwhile, the financial industry still has to counter the erosion in public trust caused by events in our collective recent past. Consequently, regaining this trust is paramount in building strong client relationships – the key to any client retention strategy. It is reassuring to note, however, that the widely predicted mass exodus of advisers has not come to pass. In ...