Ep 5: From Satisfied to Loyal - Rethinking Client Retention

Happy clients are good. Loyal clients? Game-changing. In this episode of The Uncommon Advisor, Alicia Byers shares how to move beyond "satisfied" and build lasting loyalty through intentional retention strategies. From making annual reviews something clients actually look forward to, to creating memorable touchpoints that spark referrals and advocacy—this episode is packed with ideas you can put to work right away. If you want a more profitable practice (and clients who rave about you), don't skip this one.   Schedule time with Alicia here: https://calendly.com/byersstrategygroup/new-meeting