Turn Client Survey Data Into Marketing Gold

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8+ Reasons to Survey Your Clients

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.

Let Your Clients Rate You

Opening yourself up to criticism can be tricky. But in the long run, happy clients are worth a few potshots. Try these tactics for generating surveys that catch your clients' attention and show them you care.

What Makes Clients Reveal New Assets?

Controlling more of your clients' assets allows you to foster deeper long-term relationships while expanding your financial base. But to win those assets, you'll need to show clients what's in it for them.