SOUTH REGION: Richmond Local Group Meetup - Why clients leave quietly, and what that does to your ca

SOUTH REGION: Richmond local group is hosting a program. For more information, please visit the Richmond Local Group Community page and RSVP!

Why clients leave quietly, and what that does to your capacity.
Morningstar found that only 11% of clients who fire their advisor cite returns. The rest leave over the relationship, and most of them leave quietly: fewer replies, a skipped review, or a spouse who was never really in the room. This session walks through the patterns that show up in a book before a household drifts, what happens to your capacity when a head of household passes and one relationship becomes three, and what firms are doing to catch both early. Practical and discussion-heavy, no product pitch. Come with one client in mind you have not heard from since spring.

Marshall Pastore of OpAlpha.io will be leading the discussion. OpAlpha.io is listed on the Kitces FinTech Solutions Map if you want to look them up.

Financial Advisor FinTech Solutions Map | Kitces.com