Aug 14, 2021
How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"?
What are the best questions to ask in a client survey? How often should you do them?
Is there any more powerful and efficient than doing a firm-created feedback mechanism via Survey Monkey?
What are the best ways to see and understand the collected feedback?
Chris answers all these questions and more in this fascinating interview.
To learn more about NEXA Insights and Chris Manker, visit: www.nexainsights.com