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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

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  2. How Client Feedback Tools Can Empower Financial Advisors with Chris Manker

How Client Feedback Tools Can Empower Financial Advisors with Chris Manker

Aug 14, 2021


Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa).

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