Client feedback – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 08 Jul 2025 21:11:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client feedback – Investment Executive https://www.investmentexecutive.com 32 32 Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 Canadians less satisfied with Big 5 banks: survey https://www.investmentexecutive.com/news/canadians-less-satisfied-with-big-5-banks-survey/ Thu, 19 Oct 2023 16:51:13 +0000 https://www.investmentexecutive.com/?p=473650 Inflation and rising rates erode bank customer satisfaction: study https://www.investmentexecutive.com/news/inflation-and-rising-rates-erode-bank-customer-satisfaction-study/ Thu, 20 Oct 2022 14:16:36 +0000 https://www.investmentexecutive.com/?p=453885 Full-service firms fall short on holistic advice: J.D. Power https://www.investmentexecutive.com/news/full-service-firms-fall-short-on-holistic-advice-j-d-power/ Thu, 05 May 2022 17:08:32 +0000 https://www.investmentexecutive.com/?p=443907 Investor complaints spike in 2020 https://www.investmentexecutive.com/newspaper_/investor-complaints-spike-in-2020/ Mon, 25 Jan 2021 05:12:00 +0000 https://www.investmentexecutive.com/?p=414312 Advisor rating site launches in Canada https://www.investmentexecutive.com/news/advisor-rating-site-launches-in-canada/ Wed, 08 May 2019 14:31:44 +0000 https://www.investmentexecutive.com/?p=381417 “How am I doing?” https://www.investmentexecutive.com/building-your-business/how-am-i-doing/ Wed, 19 Apr 2017 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/how-am-i-doing/ Get valuable feedback through written surveys https://www.investmentexecutive.com/building-your-business/get-valuable-feedback-through-written-surveys/ Tue, 18 Apr 2017 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/get-valuable-feedback-through-written-surveys/ Three common client-survey mistakes https://www.investmentexecutive.com/building-your-business/three-common-client-survey-mistakes/ Wed, 11 Jan 2017 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/three-common-client-survey-mistakes/ Client surveys are just the beginning https://www.investmentexecutive.com/building-your-business/client-surveys-are-just-the-beginning/ Tue, 10 Jan 2017 17:05:00 +0000 https://www.investmentexecutive.com/uncategorized/client-surveys-are-just-the-beginning/