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Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera

Financial Advisor Success

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What's the Retention Rate for Monthly Subscriptions?

I think I feel like there's been this big question mark out there from a lot of people of just what is the retention rate for monthly subscription models. And so having done this long enough to get a pretty good baseline, do you have a sense in practice or maybe you track it more directly? Like what does the retention rate look like? Yeah, you know, I don't know exactly because I don't track it. And again, I probably should. But I'd say a lot of clients are with us like anywhere from like a year and a half to like three years,. So our client contracts are now 12 month contracts, but they go month to month after that and people can

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