High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains. It is clear that highly ...
According to a recent SEI Advisor Network Quick Poll, 50% of independent financial advisers said client satisfaction with regard to investment performance is most heavily influenced by progress ...
You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...
ClearlyRated's client and employee satisfaction survey platform helps B2B firms measure client satisfaction, reduce customer and employee attrition, build online reputation, and differentiate on ...
When it comes to employee satisfaction, culture is key. At the company I founded, we’ve learned a thing or two about cultivating a strong one. We’ve been fortunate to be named one of Ad Age’s “Best ...
In the legal industry, attorney-client trust is critical and depends on a law firm's ability to safeguard a client's sensitive information: documents, business dealings and intellectual property. This ...
With new clients demonstrating lower satisfaction levels, Business Health has shared why making a first impression among other tips is key to improving clients’ contentment. Business Health’s client ...
Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study ...
You might think you are doing a bang-up job in client service, but a new report suggests otherwise. The J.D. Power and Associates 2011 Canadian Full Service Investor Satisfaction Study has found ...
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