Although popular right now, AI is not always the answer to building products that result in customer success. In the world of software and apps, I believe that understanding client feedback is more ...

We asked readers: Should law firms be conducting client feedback surveys/interviews or is their usefulness overblown? And, for those in favor of firms seeking client feedback, what are some best ...

How are you doing on your New Year's resolutions? If you are not as far along as you had hoped, you are not alone. That's because most people set resolutions that are broad or unrealistic. In Troutman ...

Note: The following article shares insights from the LMA Solo/Small Team SIG’s February roundtable, which focused on conducting client surveys and implementing a client feedback program.

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...

The International Rescue Committee (IRC), San Diego, is committed to placing the people we serve – our clients – at the center of our response. We aim to be responsive to our client’s priorities, ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input from ...

We all want to grow and improve our services, The Agency’s Rainy Hake Austin writes, and getting feedback is the first step in doing that. You really never know how you’re doing until you ask for ...

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to ...

If you’ve invested in building the right relationships before launching your solo agency, you almost certainly already know your first client. By asking for feedback from those in your network, ...

Skin Elevé, a medical spa based in Chatsworth, Los Angeles, California, has reported a recent increase in positive client reviews across multiple platforms, highlighting consistent experiences related ...