The Challenge

Getting feedback from clients

As a financial advisor, the advice that you give clients can seriously affect their monetary livelihood. Whether its giving them ideas of stocks to invest in or letting them know how their RRSP is doing, you want to be sure that you're doing a great job for your clients. Feedback is important, but how can you get it without resorting to the time-intensive process of asking all of your clients individually?

The Solution

Sending an automated feedback survey

Using your existing client contact information, you can send out a feedback survey to your clients shortly after your next newsletter. Doing this ensures that you are top of mind with your clients and they will already be thinking of you when you ask for feedback.

The steps to success

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