Transforming Client Experience into Long-Term Growth for Advisers

In today’s competitive financial advisory landscape, delivering exceptional client experiences isn’t just a nice-to-have—it’s essential for practice growth and sustainability. With increasing commoditization of investment products and growing fee pressure, how advisers engage with clients has become a key differentiator.

The Client Experience Opportunity

Research consistently shows that client experience drives loyalty, referrals, and retention:

• According to a recent study by Vanguard, advisers who excel at client experience generate 75% more referrals than their peers
• McKinsey research indicates that clients who report excellent experiences are 2.4x more likely to stay with their current adviser
• High-satisfaction clients typically entrust more of their assets to their adviser and are less price-sensitive

For financial advisers looking to build sustainable practices, systematic client experience improvements represent perhaps the highest-ROI marketing activity available.

Social Media Hashtag Strategy for Financial Advisers: A Comprehensive Guide

Introduction: Why Social Media Matters for Financial Advisers

Social media for financial services has become an essential part of a modern financial adviser’s marketing toolkit. With the right approach, it can help you attract new clients, build trust, strengthen professional relationships, and position yourself as a thought leader in the financial services sector.

Research by Hootsuite shows that 54% of UK consumers research products and services on social media before making decisions, including financial services. Meanwhile, according to the Financial Conduct Authority’s Digital Engagement research, nearly 70% of UK adults now use social media platforms regularly, making them crucial channels for financial advisers.