OAKS, PA--(Marketwired - Sep 9, 2014) - A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, ...

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 ...

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 ...

A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

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 ...

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 ...

Getting feedback from your client or potential client is important, but it needs to be done properly. Information is key for both law firms and clients. And while companies gather data about the firms ...

Starred is a recent start-up with a new take on an old problem: how does a business find out what its clients are thinking? The service that it has developed, delivered as software in the Cloud, ...

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 ...

CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and ...

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 ...