Fear Factor: Client Surveys Aren't as Scary as Many Think

Opiela, Nancy
July 2007
Journal of Financial Planning;Jul2007, Vol. 20 Issue 7, p26
Academic Journal
The article focuses on how client surveys could benefit the financial planning community. Julie Littlechild, founder of Advisor Impact, said that financial advisors are scared of what they might learn from surveys. William Law of Wm Law & Associates stated that financial planners believe they are already close to their clients and don't need surveys to know more about them. The article suggests that the level of detail discovered through surveys can enhance or repair individual client relationships as well as offer new business opportunities. Littlechild stated that client feedback allows financial planners to look forward and see if they are on track strategically.


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