Clients have high expectations upon selecting a new broker, yet 79.8% of retail investor accounts lose money, causing a dramatic retention rate. Statistics speak for themselves: 40% of new clients stop trading within the first month, 80% stop within 2 years and 93% stop within 5 years.
The key is to create an effective retention strategy. By educating and ensuring the success of your clients, we are ensuring a dramatically increased client retention rate. We offer both educational and consultative support for your clients to encourage more confident and informed decision-making. This results in increased profits and client satisfaction, because their success is a win for everyone.