Client Feedback

Client Feedback

My Practice
  Clients weren't getting what they wanted, and they want to address more than the portfolio. Charles Schwab recently release ...
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My Practice
  by Stephen Wershing Advisors who don't seek client feedback don't know what their clients want, they know what the advisor ...
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My Practice
In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What w ...
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My Practice
As you put your 2012 business and marketing plans into action, what are your plans for attracting referrals this year? One of the ...
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Dan Richards
How client feedback drove dramatic gains in one advisor’s business Many advisors have heard about the benefits of a Client Advisor ...
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My Practice
In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What w ...
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The Immense Value of Client Feedback in Getting Referrals
Last Friday, advisor coach Stephen Wershing was interviewed by executive coach Bruce Peters. He discussed the how to build a refer ...
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The Advisor Your Clients Crave
Stephen Wershing's presentation asks some very important questions for advisors to contemplate. Great questions lead to great answ ...
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My Practice
The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what t ...
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My Practice
Utilizing Feedback (Part 5 of 5) In case you missed the first four of five sections, here are the links: How Referrals Happen (Par ...
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My Practice
by Stephen Wershing Asking is good. Telling people about it is better. Gathering client feedback increases loyalty. So when you ga ...
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