With robo-advisors now so easily available, client retention can be a battle. If you want to stay relevant, build long-term relationships and provide value that clients can’t find elsewhere, think about the three most important things to every client. It’s usually their health, wealth and kids. Take the time to create personalized resources that equip your clients to educate their children on financial best practices, and you’ll stand out from the crowd while also cultivating stronger client relationships. More >>