High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains. It is clear that highly ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

According to a recent SEI Advisor Network Quick Poll, 50% of independent financial advisers said client satisfaction with regard to investment performance is most heavily influenced by progress ...

ClearlyRated's client and employee satisfaction survey platform helps B2B firms measure client satisfaction, reduce customer and employee attrition, build online reputation, and differentiate on ...

Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study ...

With new clients demonstrating lower satisfaction levels, Business Health has shared why making a first impression among other tips is key to improving clients’ contentment. Business Health’s client ...

Virtually all top-tier professional service firms make the same boasts. "We have the best lawyers/engineers/architects/physicians, who went to the best schools and ...

In an effort to satisfy clients concerned about possible security breaches, at least 10 Am Law 200 firms and two Magic Circle firms have attained a special certification to demonstrate they’re taking ...