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 ...

No partner likes to receive a complaint from a client. However, what is far worse is when a partner does not receive a complaint when a client feels aggrieved because of a firm's actions or inactions ...

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 ...

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 ...

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 ...

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 ...

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

Customer satisfaction surveys are used by small business owners to gauge how the company is perceived by the patrons they service. Organizing a survey is the first step in assessing customer reaction ...

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 ...

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 ...

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 ...

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 ...