Most respondents said the banks could do better at communicating about fees
Scores were lowest for resolving complaints
Plus, find out how your firm rated on overall investor satisfaction
Regulators say market turmoil and industry disruption are to blame
But will advisors be willing to expose themselves to potentially negative reviews?
Three tips on asking for informal client feedback
Formal questionnaires can generate honest, authentic responses from your clients
Don’t let these blunders mar your client-feedback strategy
A written questionnaire should be the first step in an in-depth client-feedback program
Meet in person or use online surveys