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

Surveys are a great way to determine client satisfaction and also gauge whether your clients will refer you to others. As a general rule, surveys should be sent to clients once or twice a year, Sarah ...

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 ...

A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

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 ...

Boulevard ( provider of the fastest-growing client experience platform for appointment-based, self-care businesses, today ...

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 ...

In 2023, 60% of in-house counsel identified a divide between their own innovative use of people, process and technology and ...

According to the latest J.D. Power 2025 US Individual Annuity Study, overall client satisfaction with individual annuity ...

CommentaryAttorney Analysis from Westlaw Today, a part of Thomson Reuters. February 23, 2022 - Every winter, law firms receive from their clients a deluge of annual surveys and requests for data ...

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 ...