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Keyword: Client feedback

21 results found
Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Most respondents said the banks could do better at communicating about fees

  • By: IE Staff
  • October 19, 2023 October 19, 2023
  • 12:51
Bank Teller Serving Customer Over Retail Banking Service Counter stock photo

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