Establishing Clear Client Metrics

Littlechild, Julie
September 2008
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, Special section p6
Academic Journal
The article discusses the importance of financial advisers managing information such as the key metrics of their industry, examining the importance of client satisfaction, commitment, and loyalty. Client feedback is an important indicator of an adviser's success, the article states. Topics include growth and profitability as indicators of the past, clients who are satisfied but passive, and clients who are actively engaged with the financial adviser. Also discussed are clients who are referring other clients.


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