TITLE

Improve Your Practice to Increase Client Satisfaction

AUTHOR(S)
Schulaka, Carly
PUB. DATE
December 2008
SOURCE
Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, Special section p1
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on financial advisors and client satisfaction. The Financial Planning Association with Ameriprise Financial and Harris Interactive surveyed 3,022 consumers who had more than $50,000 in income or assets for investment purposes on methods for keeping all customers happy. 29% of respondents who felt the most satisfied with their financial service claimed that they may not continue with that service, however, 37% stated that they will continue with a financial planner. Ways in which to provide satisfaction for customers include giving clients a written financial plan that they can look over, focus on improving savings and employee benefits for clients, and also educate clients on financial issues.
ACCESSION #
35665208

 

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