IMGCAP(1)]Client loyalty is imperative in the long-term success of your practice. Processing Content You have probably thought about it, and some of you may have even tried to conduct a survey before, ...

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 ...

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 ...

For decades, social organizations have struggled to gather meaningful data to prove programs work. Yet a simple and often overlooked measurement solution exists beyond evaluation and monitoring: ...

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 ...

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 ...

After two years focused on the RIA market, an advisor survey has been expanded to capture insights from a broader cross-section of financial professionals across the advice industry. The Security ...

I recently had an outstanding experience at a diner—the food, atmosphere, presentation and service were terrific. I was extremely satisfied with the experience, yet I won’t return. Why? Because I ...

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 ...

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 ...

The polite but insistent phone calls started coming for Brian Wille not long after he purchased his Odyssey minivan at Darrell Waltrip Honda in Franklin, Tenn. Was he satisfied with his purchase? Was ...

Forbes contributors publish independent expert analyses and insights. I am a Customer Experience Futurist, Author and Keynote Speaker. Survey response rates are dropping because customers feel brands ...