Attorneys in firms can no longer wait for the conveyor belt to bring new client work to them. Economic and cultural changes during the last half-dozen years have caused firms to reassess their ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

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 ...

Most clients— about 70% — say being asked for feedback is important to them, says Julie Littlechild, founder of If Not Now Research in Toronto. More significantly, engaged clients show greater ...

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 ...

Virtually all top-tier professional service firms make the same boasts. "We have the best lawyers/engineers/architects/physicians, who went to the best schools and ...

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 ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

Financial advice is a service-oriented industry where client satisfaction is paramount. But even with the best intentions, complaints can arise, meaning dissatisfaction and even tarnished reputations.

The pandemic encouraged extraordinary examples of urgent, purpose-driven, remote teamwork. Instinctively we know that there are now new expectations of client-agency relationships. Changes that are ...