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IB Academy course

Client retention

Why educated clients last longer, how to support them after sign-up, and the warning signs of clients over-trading.

Intermediate3 lessonsabout 13 min of reading8-question quiz

Lessons

  1. ✓Lesson 1Why retention depends on educationExplain why educated clients tend to stay longer, and recognise the conflict of interest in encouraging clients to trade more.4 min
  2. ✓Lesson 2Onboarding and ongoing supportSet up a demo-first onboarding path, run regular learning sessions and answer client questions without giving personalised advice.5 min
  3. ✓Lesson 3Client welfare and red flagsSpot the warning signs of over-trading and chasing losses, and respond responsibly without pressure, signposting clients to help.4 min