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Gauging Client Satisfaction
Industry research suggests that just the act of asking clients for feedback contributes to overall client satisfaction. When was the last time you asked your clients how they feel about your advice, communication strategy and overall service?

Delivering a client survey or creating an advisory board can provide you with direct feedback on your firm’s strengths and weaknesses, offers a safe environment to gather insights on new initiatives, and can drive business strategy and serve as a unique marketing platform. Within this session, we will review the benefits of surveying clients and establishing a client advisory board and how to successfully prepare and deliver either a client survey or a client advisory board.

Jul 20, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.