Typically, the best people to ask for feedback on how to do better are the ones sitting right across the table or desk. That is right. Clients are a great resource for ideas for improvement. Plus, if they feel appreciated, they will give even more referrals than they might have before, and if you have clients you need to deal with, you can learn how from this great article from Local Client Takeover which specialize in this matter.
Read Mike Byrnes’ Barron’s article to learn how a financial advisory firm used client research to get out of its ‘comfort zone’ so the business could do better.
This case study covers:
- Who was invited to participate.
- What was expected around responsiveness and communications.
- How clients sharing their feedback and advice creates a more vested interest in the future success of the organization.
- How leads resulted from the research.
Does your firm need to invest in a professional facilitator to ask your clients the right questions? Reach out to Byrnes Consulting to see if we can help!