Client Growth & Retention Scorecard

Are You Maximizing Client Retention & Referrals?

Find out how well you build client loyalty, trust, and authority—and uncover how you might be losing clients to competitors.

Answer 12 questions to get a personalized report revealing how well you attract, engage, and retain clients—so you can boost retention, spark high-value referrals, and cement yourself as the go-to financial expert.

Free — takes 3 minutes
Receive customized results instantly

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.