Resources

Guides for consultants who build on relationships

Practical advice on client retention, staying top-of-mind, and building a practice that grows through referrals.

Advisor in conversation with client
Client Retention
How top financial advisors stay in touch with 200+ clients without dropping the ball
Most advisors are great at onboarding. The ones who build 10-year books are great at the in-between — the check-ins, the birthdays, the "just thinking of you" moments that keep clients loyal.
5 min read · April 2026
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Professional handshake
Referrals
The referral flywheel: why your best clients aren't sending you more business (yet)
Referrals don't come from satisfied clients. They come from clients who feel seen — the ones you remembered at the right moment. Here's the system that makes that happen reliably.
4 min read · March 2026
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Asian professionals in conversation
Policy Renewals
The renewal conversation most insurance agents are having too late
Reaching out when the renewal notice arrives is too late. Your client has already Googled alternatives. Here's when to reach out — and exactly what to say — to make renewals feel like conversations, not sales calls.
4 min read · March 2026
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Industry Research
YCharts 2024
Advisor-Client Communication Survey
800 clients surveyed
63%
of clients hear from their advisor 4+ times a year — even though 8 in 10 want to
81%
would be more likely to refer an advisor who communicated more personally
Milestone's takeThe gap between what clients want and what they get is where relationships quietly fall apart. This report puts hard numbers on a problem every advisor already feels.
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Broadridge 2024
Financial Advisor Marketing Trends Report
5th edition
74%
of advisors are not meeting client expectations on contact frequency
26%
only 1 in 4 advisors communicates at the cadence their clients actually want
Milestone's takeIf 74% of advisors are falling short on communication, it's not a motivation problem — it's a systems problem. Advisors who automate touchpoints are in the top quartile by default.
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Avaloq 2025
Wealth Insights Report — Singapore & Asia
15 markets · 3,800+ investors
49%
of Singaporean investors use instant messaging to connect with their wealth managers
77%
of investors rank clear communication as a top priority — second only to professional risk management
57%
would switch providers due to a lack of trust in their advisor
Milestone's takeNearly half of Singapore clients already expect to reach their advisor on WhatsApp. The advisors who show up on the right channel, at the right moment, don't just retain clients — they become irreplaceable.
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All third-party research is cited for informational purposes. Statistics are sourced directly from published reports and attributed to their respective authors.