Most practices know their clients as individuals, but not many have genuine insights into their clients. Knowing what your clients think, and answering some key questions, will help you create a growth plan that works.
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.
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
For more information and to find out if we are right for each other, contact Adrian Gill for a chat.
enquiries@ghwand.co Call 0844 443 5636
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