The Secret to Better Client Retention for Financial Advisors: Healthcare Planning

Caribou Team
June 12, 2024

Updated for 2024!

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Want to improve your retention rate? Searching for strategies to keep clients from switching to emerging competitors? Adding healthcare planning to your comprehensive financial planning services might just be the secret weapon you need to reach your retention goals.

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In this free guide, “The Secret to Better Client Retention for Financial Advisors: Healthcare Planning” we share data and insights that show how incorporating healthcare planning into your services can improve client retention, increase client satisfaction, and help you stand out from competitors. You'll also discover actionable tips and strategies to incorporate healthcare planning into your conversations with clients.

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Download the free guide below!

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Download "Impressing High-Net-Worth Clients: A $15M Client & The Positive Impact of Healthcare Planning"

Download "Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety"

Download "Caribou Case Study: J.L. Bainbridge & Co."

Download "Caribou Customer Success Stories: Sensible Financial Planning"

Download "More Than Medicare: How Healthcare Planning Helps Clients Across All Generations"

Download "Supporting Clients Through Open Enrollment: A Collection of Case Studies"

Download "Caribou Customer Success Stories: Jackson Square Capital"

Download the Q2 2023 Caribou Healthcare Planning Report

Medicare Eligible & Still Working: A Case Study on How To Save Clients Thousands When They Are Working Past 65

2024 Update
The Key to Growth for Financial Firms: Healthcare Planning

Download the Q1 2023 Caribou Healthcare Planning Report

The Financial Advisor's Guide to Healthcare and Taxes

White Paper
Financial Planning's Missing Pillar: Healthcare Planning

2022 Marketplace Open Enrollment Report

2022 Medicare Open Enrollment Report

Download the Q3 2022 | Caribou Healthcare Planning Report

Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans: A Caribou Case Study

Healthcare Planning Data Insights: Medicare Open Enrollment

Download the Q4 2022 Caribou Healthcare Planning Report

Download 2025 | The Financial Advisor's Guide to Open Enrollment

Healthcare Planning Data Insights: Marketplace Open Enrollment

Download the Q2 2022 | Caribou Healthcare Planning Report

Download The Secret to Better Client Retention for Financial Advisors: Healthcare Planning

Download Healthcare Planning & Early Retirement: A Guide for Financial Advisors

Download "From $40K in Annual Drug Costs to $4K: A Caribou Case Study"

Download Healthcare Planning 101: A Starter Guide for Financial Advisors

Download the Caribou Case Study “Over 75% Savings in Health Plan Premiums & an Avoided Crisis”