Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

Adviser Jason Kirsch learned some uncomfortable truths when he surveyed his clients last year. The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without ...

A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

No partner likes to receive a complaint from a client. However, what is far worse is when a partner does not receive a complaint when a client feels aggrieved because of a firm's actions or inactions ...

Accounting firms can learn some surprising things when they take the time to survey their client base, beyond just a broad indicator of how pleased they are with the service they receive. Tom Cates, ...

Getting feedback from your client or potential client is important, but it needs to be done properly. Information is key for both law firms and clients. And while companies gather data about the firms ...

Asking your clients what they really think of you can make those clients more engaged. There is a strong connection between asking for feedback and building deeper, stronger relationships with clients ...

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver results, and ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

A new survey from Forrester suggests that many B2C CMOs are planning to make the customer experience (CX) their top priority ...