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 ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

OAKS, PA--(Marketwired - Sep 9, 2014) - A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, ...

Businesses today frequently turn to customer surveys to gauge customer satisfaction, gather feedback and obtain data-driven insights. However, an over-reliance on these tools often leads to survey ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...

Survey begging, driven by the pursuit of positive customer feedback, is the bane of the customer experience. We've all encountered it, whether it's servers saying they'll lose shifts if they don't get ...

Getting feedback from your client or potential client is important, but it needs to be done properly. Information is key for both law firms and clients. And while companies gather data about the firms ...

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 ...

Asking your clients what they really think of you can make those clients more engaged. There is a strong connection between asking for feedback and building deeper, stronger relationships with clients ...

Why your inbox is overflowing with questionnaires asking you to rate your experience on a scale of 1 to 5 ...

More than 70% of respondents to the sixth annual mental health survey by ALM and Law.com Compass said they feel coworkers care about their mental health. Just 14.4% said they feel their clients do. My ...