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Use a formal process and ask consistent questions

Having a proper feedback mechanism in place can help you identify clients at risk as well as give you insights into what clients want

Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients

Use a formal process and ask consistent questions

Setting up a client advisory board requires a commitment from you and a select group of clients. Meetings can be as simple as an hour-long discussion over coffee and bagels or as elaborate as a day of golf

What do your clients want? Are they getting it from you? Find out through a client feedback strategy