Tag: client relationship

Creating Effective Client Surveys

There are many good reasons to conduct regular client surveys. Properly designed, client surveys can provide insights into improving product offerings, services and the overall client experience. They may also serve as a way to help retain clients by showing them how their opinions are valued and identifying happy clients who may be willing to make referrals.

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Active Listening Versus Hearing

When others are talking, how much do we really listen? And, even if we hear what someone is saying, are we truly seeking to understand the meaning and intention behind their words? Sadly, too often the answer is “no.”

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Advisors Vetting Prospects

Much is written on what an individual investor should be looking for in a financial advisor. Less discussed, however, is what advisors should look for in individual investors before accepting them as clients.

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