Adviser Jason Kirsch learned some uncomfortable truths when he surveyed his clients last year. The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

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 ...

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 ...

VA MASTERS at work. Founded in 2022, VA MASTERS is the premier recruitment agency connecting global businesses with highly ...

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 ...

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver results, and ...

Utilizing the latest e-commerce technologies and creative marketing concepts, ClientBase Marketing Services (CBMS) is launching its much anticipated Client E-Survey tool at the Technology & Marketing ...

A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not have a clear ...

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

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 ...

Despite market turbulence, financial advisors remain optimistic for their clients' financial well-being. Retirement readiness ...