IMGCAP(1)]Client loyalty is imperative in the long-term success of your practice. You have probably thought about it, and some of you may have even tried to conduct a survey before, so why the ...

A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

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 ...

Accounting firms can learn some surprising things when they take the time to survey their client base, beyond just a broad indicator of how pleased they are with the service they receive. Tom Cates, ...

Boulevard ( provider of the fastest-growing client experience platform for appointment-based, self-care businesses, today ...

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver results, and ...

In 2023, 60% of in-house counsel identified a divide between their own innovative use of people, process and technology and ...

According to the latest J.D. Power 2025 US Individual Annuity Study, overall client satisfaction with individual annuity ...

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 ...

CommentaryAttorney Analysis from Westlaw Today, a part of Thomson Reuters. February 23, 2022 - Every winter, law firms receive from their clients a deluge of annual surveys and requests for data ...

A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not have a clear ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...