You already know that human-first matters. But how do top-tier advisors retain 95–98% of clients year after year? It starts with listening—and acting—more than talking.

Why Feedback Is Your Hidden Advantage

• Reviews consistently show that poor communication and misalignment are the #1 reasons clients leave their advisors Russel Invesements
• Meanwhile, asking for feedback regularly reduces the risk of attrition by uncovering concerns early AssetMark.
• The financial services benchmark? Retention rates generally hover around 90–95% annually—but top 10% advisors retain 98% or more McKinsey & Company.

Here’s How to Make Feedback Work for You

1. Survey Strategically—Without Overwhelm

Use easy client-engagement surveys like The Passport Package™ asking: “Where they you now?” And “Where do you want to be?” In just minutes, you get actionable insights—and clients feel heard.

2. Ask Early, Ask Often

Retention takes a dip in the first two years: around 25% of clients leave within that timeframe if service doesn’t exceed expectations dunham.com.
Schedule feedback checkpoints at 6 and 18 months post-onboarding to proactively re-align.

3. Act—and Share Your Response

When a client gives feedback, let them know what you’ll change and how. This builds trust faster than any presentation.

Repeatable, Scalable, Impactful

When you combine routine feedback with human-first conversations, you build a process that:

• Identifies risks before they become problems,
• Reinforces trust at vulnerable transition points,
• Turns satisfied clients into referral engines.

Bottom line: Feedback isn’t just data. It’s a strategic lever for deeper connection, stronger retention, and meaningful growth.

Want to see how The Passport Package™ integrates feedback seamlessly into your client meetings and review cycle? Book a walkthrough today.