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