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12 questions. Immediate results. No pitch.

This index measures 12 specific indicators of silent attrition risk across three dimensions: communication cadence, engagement visibility, and system governance.Answer honestly — there are no right answers, only accurate ones. Your risk rating appears the moment you finish.

Outside of scheduled reviews, do clients hear from your firm at least once every 30 days?

Firms that communicate only at reviews create 90+ day silence windows — the single highest-risk period for client attrition. Competitors fill that silence whether you do or not.

If a client asked, could you clearly explain what communication they should expect from you each quarter?

If you can't answer this confidently, neither can your client. Undefined expectations create undefined trust — and undefined trust is fragile trust.

During volatile markets, do clients receive proactive communication before they contact you?

Reactive communication during volatility confirms fear. Proactive communication before clients worry is what builds the kind of trust that survives a bad quarter.

Do your clients receive a consistent narrative about your thinking, strategy, and guidance throughout the year?

Without a consistent narrative, clients piece together their own story about your firm — often one that undervalues what you're doing for them.

Can you see which clients actually engage with your updates — not just whether something was sent?

"Sent" is not "consumed." Without engagement data, you're flying blind between meetings — and you'll only discover a disengaged client when they leave.

Do you track engagement trends over time to identify clients who are becoming disengaged?

A single low-engagement moment is noise. A three-month declining trend is an early warning. Most firms never see it coming — because they're not looking.

If a high-value client left tomorrow, would you have engagement data showing whether communication played a role?

Most firms that lose a client don't know why. They assume it was performance. Often it was silence. Without data, you can't diagnose — and can't prevent the next one.

Would a client clearly articulate why your firm feels different from competitors — based on your communication alone?

Differentiation isn't just what you say at the pitch. It's what clients experience every quarter. If communication doesn't reinforce your value, performance has to do all the work — and performance can turn.

Is client communication driven by a documented system rather than ad-hoc effort or reminders?

If communication depends on someone remembering to do it, it will fail during the quarters you're busiest — which are exactly the quarters clients most need to hear from you.

Could someone else in your firm step in and run your communication process without you?

If the answer is no, communication is a person — not a system. People get busy, change roles, leave. A system runs regardless.

Is your communication production, distribution, and compliance handled as one coordinated workflow?

Disconnected workflows create gaps — content produced but not distributed, distributed but not tracked, tracked but not reviewed. Each gap is a point where attrition goes unnoticed.

Do you actively measure how communication impacts retention, AUM stability, or client lifetime value?

What gets measured gets managed. Firms that don't measure the link between communication and retention are managing retention by hope — and hoping isn't a system.

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