Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Surveys are a major part of a voice of the customer (VoC) program. Here are some considerations — and questions — you should consider. Companies that don’t measure the impact of Voice of the Customer ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

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 ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

This study supported many of the general advantages of Internet survey methods over paper-and-pencil or telephone surveys. The sample was easy to recruit, responses were prompt, and there were no ...

Client survey results reveal strong client approval and highlight the growing importance of trust and transparency in outsourced financial services. CLEVELAND, OH ...

Client survey results reveal strong client approval and highlight the growing importance of trust and transparency in outsourced financial services. As bookkeeping needs grow more complex for small ...