Research shows that clients that have been asked for feedback, from their financial advisors, are not only more satisfied, but are more profitable.
The Client Audit is an outsourced client feedback program, designed to help you improve client profitability and build deeper relationships with your clients. It is an important tool that will not only demonstrate commitment to your clients, but will positively impact your bottom line.
The Client Audit allows you to outsource the time-consuming
and specialized process of gathering client feedback to an
industry expert.
The Client Audit will:
- Identify specific clients who are willing to provide referrals.
- Identify specific cross-selling and marketing opportunities on a client-by-client basis.
- Help you gauge satisfaction among existing clients and identify specific gaps.
- Uncover what is most important to your clients.
The Client Audit is offered jointly by Advisor Impact and can be accessed by eMoney Advisor clients for $499, a 50% discount.
Get started or contact Advisor Impact to set up a demo at support@myclientinput.com or 877.686.0660 x222.