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Keyword: Client feedback

20 results found
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Scores were lowest for resolving complaints

client meeting

Plus, find out how your firm rated on overall investor satisfaction

  • By: IE Staff
  • May 5, 2022 May 5, 2022
  • 13:08
thumbs down

Regulators say market turmoil and industry disruption are to blame

African american business man using a tactile tablet over white background - Black people

But will advisors be willing to expose themselves to potentially negative reviews?

Avoid these common first-meeting mistakes

Three tips on asking for informal client feedback

  • By: Leah Golob
  • April 19, 2017 November 17, 2019
  • 09:45

Formal questionnaires can generate honest, authentic responses from your clients

  • By: Leah Golob
  • April 18, 2017 November 17, 2019
  • 11:45
Three common client-survey mistakes

Don’t let these blunders mar your client-feedback strategy

Three common client-survey mistakes

A written questionnaire should be the first step in an in-depth client-feedback program

Meet in person or use online surveys

Finding out what clients really think can enhance your relationships