Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services. It also creates an opportunity for additional services.

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

Surveys are a major part of a voice of the customer (VoC) program. Here are some considerations — and questions — you should consider. Companies that don’t measure the impact of Voice of the Customer ...

This study supported many of the general advantages of Internet survey methods over paper-and-pencil or telephone surveys. The sample was easy to recruit, responses were prompt, and there were no ...

The importance of client satisfaction surveys, and a summary of what law firm clients say about the outside firms they use. Having designed and carried out midsize law firm client satisfaction surveys ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

We found that advisors share a lot of common views but may differ in various practices while working with clients on their retirement plans,” said Jacquinot. “This quarters ...

Client survey results reveal strong client approval and highlight the growing importance of trust and transparency in outsourced financial services. CLEVELAND, OH ...