As the financial advice industry faces evolving client expectations and economic challenges, firms are sharpening their strategies to retain existing clients while attracting new ones, writes Sahar Nazir. Here leaders from Quilter Financial Advisers, Chapters Financial, and Hoxton Wealth share insights into their approach to client retention and acquisition in 2025...
Empowering clients with knowledge Quilter Financial Advisers managing director Amanda Cassidy highlights the importance of empowering clients through education. "Client retention and acquisition strategies remain critical, particularly as the industry navigates uncertain economic conditions and evolving client expectations. Our focus is on empowering individuals with the knowledge and tools they need to feel confident in their financial future," she explains. This strategy not only deepens client loyalty but also draws in new clients who value accessible, high-quality advice, accord...
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