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Gathering formal feedback annually reveals information that clients may not tell you face-to-face—and gives you a better shot at earning more of their business.
Here's how an advisor doubled his business by treating clients right—and having some fun along the way! His annual client-appreciation agenda includes evenings at the theater, country club dances, and elegant dinners.
And that means you should make sure yours is up to snuff. Is it time to give your newsletter a checkup?
Are your clients just clients—or are they apostles, spreading the good word about doing business with you? With systematic profiling, service, and communication processes, you can turn ordinary clients into tireless devotees.
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