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How Client Feedback Tools Can Empower Financial Advisors with Chris Manker
Manage episode 300157806 series 2892948
المحتوى المقدم من Impact Communications, Inc. and Impact Communications. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Impact Communications, Inc. and Impact Communications أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Marie Swift of Impact Communications, Inc. (Impact), speaks with Chris Manker of NEXA Insights, LLC (Nexa).
How can financial advisors and their firms use client feedback to empower their people, inform their marketing strategy, improve client communications, solidify client relationships, uncover potential referrals and business growth opportunities while also identifying "clients at risk"?
What are the best questions to ask in a client survey? How often should you do them?
Is there any more powerful and efficient than doing a firm-created feedback mechanism via Survey Monkey?
What are the best ways to see and understand the collected feedback?
Chris answers all these questions and more in this fascinating interview.
To learn more about NEXA Insights and Chris Manker, visit: www.nexainsights.com
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