The 60-Day Renewal Playbook: How to Keep 92% of Your Clients

Most advisors only talk to clients at renewal — and by then, it's often too late. The client has already been shopping, received competing quotes, and started emotionally detaching from you as their advisor.

The 3-Touch Renewal Sequence

Start 60 days before renewal. Send a proactive value review, followed by a loyalty offer at 30 days, then a personal check-in at 7 days. Each touch is personalized, relevant, and automated — you don't lift a finger.

Why It Works

Clients stay with advisors who make them feel valued. A renewal notice with a price increase and no context feels transactional. A 60-day sequence that reminds them of the value you provide, celebrates their loyalty, and opens the door for a conversation feels like a relationship.

Advisors running this playbook hit 92% retention consistently — adding an average of $43,000 in annual revenue just by keeping clients they were about to lose.