Make research a focus, not an after thought
By researching clients and prospects, so much can be learned, especially in an evolving digital age and post-pandemic world. If done right, asking the right questions can actually lead to new business.
Read Mike Byrnes’ Advisor Perspectives article with 5 tips for conducting research:
- Have one-on-one interviews with clients
- Send a three-question survey to prospects
- Check them out on social
- Hold a focus group about the future
- Host an annual advisory board meeting
Need help with your research strategy and implementation? Set up a meeting with Byrnes Consulting.
