Note: The following article shares insights from the LMA Solo/Small Team SIG’s February roundtable, which focused on conducting client surveys and implementing a client feedback program.

Below are suggestions for consideration when choosing clients to include in your firm’s client feedback program. When considering these criteria, it is also useful to examine clients/referral sources ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input from ...

The International Rescue Committee (IRC), San Diego, is committed to placing the people we serve – our clients – at the center of our response. We aim to be responsive to our client’s priorities, ...

In this guide, we will show you how to use ChatGPT to create Notion templates., In today’s fast-paced digital landscape, productivity and creativity tools have become indispensable, particularly for ...

The Interactive Customer Evaluation system is a Department of Defense web-based program that allows customers to provide feedback on services offered at Fort Novosel and is a driver for continuous ...