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 ...
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 ...
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 ...
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 ...
Do you truly want to know how customers view your customer service (and can handle the truth)? If so, here’s a 10-point consultation that will help you do exactly that through improved customer survey ...
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 ...
The recent Brown Brothers Harriman Private Business Owners Survey has generated lots of buzz in our circles. One statistic that stood out to me was that 91% of business owners want their companies to ...
PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the market as viable yet. Adding retirement income ...
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