With so much uncertainty in the political landscape, investors may be nervous — and they may be reluctant to remain in the market. This is why an advisor's role as a behavioral coach is so important.

It can be hard work onboarding clients, so the last thing you want is to lose them. Yet many advisors DID lose clients in 2023. Here are some ideas to improve client retention in 2024.

Referrals from established clients are a good way to organically grow an advisory business.