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 ...

Businesses today frequently turn to customer surveys to gauge customer satisfaction, gather feedback and obtain data-driven insights. However, an over-reliance on these tools often leads to survey ...

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, ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Survey begging, driven by the pursuit of positive customer feedback, is the bane of the customer experience. We've all encountered it, whether it's servers saying they'll lose shifts if they don't get ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

For more than 30 years, Euromoney sets the benchmark for excellence in Cash Management by asking the people who matter most – ...

More than 70% of respondents to the sixth annual mental health survey by ALM and Law.com Compass said they feel coworkers care about their mental health. Just 14.4% said they feel their clients do. My ...