In this occasional series, Investment Executive reporter Brent Jolly highlights research that shows how client engagement can benefit your practice.
May 7, 2013
In this occasional series, Investment Executive reporter Brent Jolly highlights research that shows how client engagement can benefit your practice.
May 7, 2013Believing you understand your clients’ goals is not enough
Help your clients achieve their financial goals
Improve relationships with clients and COIs
The quality of the data you gather depends on the questions you ask
Survey your clients on four major aspects of your relationship
A client feedback program can help you find new revenue opportunities
Start by building deeper client relationships
Most engaged clients see their advisor as a leader
Having satisfied clients is no longer enough to fuel a successful practice
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