Surveying clients is a good tool to know if your client service strategy is working.
Read Kevin Feehily’s article that appeared on RIACentral.com to learn why using client surveys can lead to better service and increased success in a practice.
The article explains that client surveys offer insight into how a firm and individual are doing, as well as the types of client surveys that advisors can use.
If you need help creating a client survey and implimenting it, contact Byrnes Consulting for assistance.
