Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Between Now and Success
Exploring Effective Strategies for Client Feedback in Advisory Firms
This chapter highlights the crucial role of client feedback in the advisory industry, detailing effective methods such as direct questioning, anonymous surveys, and advisory boards. It encourages advisors to embrace feedback as a means to strengthen client relationships and enhance their business strategies.
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