Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

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 ...

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 ...

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 ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

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 ...

This study supported many of the general advantages of Internet survey methods over paper-and-pencil or telephone surveys. The sample was easy to recruit, responses were prompt, and there were no ...

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 ...

Utilizing the latest e-commerce technologies and creative marketing concepts, ClientBase Marketing Services (CBMS) is launching its much anticipated Client E-Survey tool at the Technology & Marketing ...

WASHINGTON, D.C.--(BUSINESS WIRE)--What are the key components to client satisfaction? And what are the key attributes that clients look for when choosing an accounting firm? These are some of the key ...