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You should be thrilled when 95% of your clients say they are "satisfied" with your service, right? Wrong.
Opening yourself up to criticism can be tricky. But in the long run, happy clients are worth a few potshots. Try these tactics for generating surveys that catch your clients' attention and show them you care.
Tired of investing time and energy fostering relationships with customers—and then withstanding the pain of rejection when they switch to another advisor? Consider the tactical benefits of isolating your clients from your competitors.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025