Are you seen as holistic financial planners or the ‘pension people’?

Do you know how satisfied your clients are?

Do you know how well your clients understand all the services you offer?

Do you know how likely your clients are to refer you?

We have created a client survey that will benchmark your practice against high growth practices and also provide the insights you need to drive more growth.

What Practice Owners Say

When Guy asked my advisers how they thought a typical client would describe what they do, they all answered around us being holistic advisers. The research showed that we were perceived as "Pension specialists".
This wasn't just great insight but by doing the research we knew exactly which clients to contact immediately
SJP Practice Owner