Created by financial professionals who know exactly what it takes to boost client retention, attract high-value referrals, and create lasting client relationships.

100+

Hours of research & development before Scorecard launch


200+

Customized results delivered


4.95/5

Magnetic Brand Scorecard feedback score


Crush Your Competition

Most financial businesses believe they’ve done enough to keep clients—until they lose those same clients to competitors.

How do you attract and keep loyal clients who trust you, refer you, and stay with you for life—especially in a competitive, digital-first world?

By consistently educating your clients in ways that earn attention, builds trust, and positions you as the go-to expert in your niche. That's how you build an invincible MOAT around your business.

Financial-service firms that prioritize educating clients see:

  • 131% more purchases

  • 7.6% more revenue

  • 63% lower client churn

Are you missing out?

The Client Growth & Retention Scorecard helps you spot hidden client retention issues, identify referral opportunities, and gauge your authority.

If your clients don’t feel informed, valued, and connected, you risk becoming just another replaceable service.

Act fast—your opportunity to lead starts now.

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