Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

Client attrition rarely happens because of performance — it happens because of broken communication. On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Michael Lieberman, Partner at Advisors Capital Management and author of Transferring Out, to unpack why financial advisors lose clients — and how to prevent it. Michael shares practical strategies to: ✔️ Become the first call when clients face financial decisions ✔️ Fix onboarding breakdowns that quietly damage trust ✔️ Build a clear client experience roadmap ✔️ Communicate succession plans before clients ask ✔️ Strengthen human connection in an AI-driven world From succession planning to seamless onboarding, this conversation is a masterclass in building lasting client relationships and preventing preventable losses. If you’re a financial advisor, RIA, or wealth manager serious about growth and retention, this is a must-watch episode. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #MichaelLieberman #TransferringOut #FinancialAdvisors #ClientRetention #WealthManagement #RIA #SuccessionPlanning #AdvisorGrowth #BehavioralFinance #PracticeManagement #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.