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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 client advisory board.

Jun 16, 2022 04:00 PM in Eastern Time (US and Canada)

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