"This is a wonderful service. Please feel free to use us as a reference for any other advisors, RIAs, and/or B/Ds that are out there that are thinking about using your services."Craig Phillips CFP,
Managing Partner of Client 1st Advisors
This program provides a structured and streamlined methodology for conducting annual, online client research. This program has been used by hundreds of Financial Planners to obtain actionable client feedback to grow their practice.
Audio Presentation ofthe Program
Frequently Asked Questions
Easy to Execute - Just Send an Email; We Do the Rest!
Our survey process is quick, easy and efficient. After you enroll, our research team will help you launch the survey, analyze the results, and email you the final report(s). Learn more>>
Key Insights & Learnings
Each survey has been designed by an expert panel and designed to reveal critical insights, such as:
1. Revenue Growth Opportunities. Which clients are interested in additional products?
2. Brand Image. What thought comes to mind when a client thinks of your firm?
3. Client Satisfaction. Are clients satisfied with your firm's products and services?
4. Greatest Concern. What are clients' greatest concerns about their investments?
5. Client Enthusiasm. What would make clients enthusiastic about your firm?
Download a Brochure to Learn More
There are two main types of reports.
1. Aggregate Report
Shows average aggregate responses for all questions.
- Benchmark year-to-year trends & progress
2. Individual Response Report
Shows how each client answered every question.
- Take specific action on a client-by-client basis