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:
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131% more purchases
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7.6% more revenue
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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.
How The Scorecard Works
Step 1: Take The Scorecard
Take the Scorecard to instantly generate your custom results.
Step 2: Review Personalized Results
Review how well you build brand loyalty, trust, and authority—and uncover how you might be losing clients to competitors.
Step 3: Crush Your Competition
Use your results to build that invincible MOAT and become irreplaceable.
You’ll be scored against the following areas:
Your Current Retention & Referral Strategy
Evaluates your client-education strategy
Customer Engagement & Trust Building
Measures how well you attract and retain clients
Brand Authority & Competitive Positioning
Gauges authority, credibility, and differentiation
Content Creation Capacity & Readiness
Assesses bandwidth to create educational content
Free Gift
Exclusive Podcast Access
Once you’ve completed the scorecard and received personalized results, you’ll unlock:
10 Ways Not Making Content Is Killing Your Business Growth
An exclusive podcast made for financial service businesses that reveals the hidden mistakes costing your business trust, clients, and long-term growth—so you can fix them fast.
