Client Feedback

Client Feedback

New Schwab Study Shows Why Clients Have Been Moving

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 Printer-Friendly Version  Email This Article   Clients weren’t getting what they wanted, and they want to address more than the portfolio. Charles Schwab recently released its 2012 survey ...
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Your Clients Don’t Like “Fee-Based”

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 Printer-Friendly Version  Email This Article   by Stephen Wershing Advisors who don’t seek client feedback don’t know what their clients want, they know what the advisor thinks they ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

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 Printer-Friendly Version  Email This Article In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. ...
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Five Things You Can Do To Attract Referrals In 2012

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 Printer-Friendly Version  Email This Article 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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How Client Feedback Drove Dramatic Gains in One Advisor’s Business

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 Printer-Friendly Version  Email This Article How client feedback drove dramatic gains in one advisor’s business Many advisors have heard about the benefits of a Client Advisory Board. Today, ...
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How to Attract Referrals Systematically

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 Printer-Friendly Version  Email This Article In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. ...
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The Immense Value of Client Feedback in Getting Referrals

The Immense Value of Client Feedback in Getting Referrals
 Printer-Friendly Version  Email This Article Last Friday, advisor coach Stephen Wershing was interviewed by executive coach Bruce Peters. He discussed the how to build a referral marketing program, ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
 Printer-Friendly Version  Email This Article Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you ...
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The Conversation is the Relationship

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 Printer-Friendly Version  Email This Article The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss ...
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Utilizing Feedback (Productively, to Gain Referrals)

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 Printer-Friendly Version  Email This Article Utilizing Feedback (Part 5 of 5) In case you missed the first four of five sections, here are the links: How Referrals Happen ...
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The Client Feedback Loop

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 Printer-Friendly Version  Email This Article by Stephen Wershing Asking is good. Telling people about it is better. Gathering client feedback increases loyalty. So when you gather feedback, make ...
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