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 ...

Adviser Jason Kirsch learned some uncomfortable truths when he surveyed his clients last year. The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

For more than 30 years, Euromoney sets the benchmark for excellence in Cash Management by asking the people who matter most – ...

Businesses today frequently turn to customer surveys to gauge customer satisfaction, gather feedback and obtain data-driven insights. However, an over-reliance on these tools often leads to survey ...

Accounting firms can learn some surprising things when they take the time to survey their client base, beyond just a broad indicator of how pleased they are with the service they receive. Tom Cates, ...

Survey begging, driven by the pursuit of positive customer feedback, is the bane of the customer experience. We've all encountered it, whether it's servers saying they'll lose shifts if they don't get ...

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 ...

Client surveys can feel like a routine exercise: you release a short questionnaire, tally the results and decide how you will respond to the findings. But as useful as written surveys are in revealing ...

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 ...

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 ...

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 ...