An AssetMark Guide To Client Feedback
A common question advisors ask us is, “How can I improve the client experience?” The answer to this question is quite simple, ask your clients. Soliciting client feedback is a win-win for financial advisors. Responses provide advisors with an assessment of how they are doing and allow them to nip potential problems in the bud. In addition, asking for feedback reassures clients that their satisfaction is important to the financial advisor. What should your advisors ask clients? Here are six example questions to help gather meaningful responses.
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