Advisor Impact: In The News
Practice Management Resources
Andy Gluck (www.advisorproducts.com) reviews two helpful practice management resources, including Advisor Impact and their Client Audit program.
Andy Gluck, Financial Advisor Magazine, August, 2007
Advisor Views on Client Feedback
Digging deep into the 'why' of client feedback, this article provides input from advisors who have gathered client feedback and how that process has impacted their businesses.
Nancy Opeila, Journal of Financial Planning, July, 2007
What Clients Want
Client feedback is cited as one of the ways in which advisors can understand what is most important to their clients, a critical concept in building long-term relationships.
Courtney Pullen, Journal of Financial Planning, June, 2007
Using Client Feedback
In a three-part series, Julie and Rebecca look at the many ways you can use client feedback, with a focus on strategic planning.
Rebecca Pomering and Julie Littlechild, Financial Advisor Magazine, 2007
Buying and Selling
Client feedback can be an important part of the due diligence process if you are buying or selling a business, reducing risk for the buyer and supporting the price, for the buyer.
Mark Tibergien and Julie Littlechild, June, 2006, Investment Advisor
Practice Made Perfect
Bloomberg Advisor published an excerpt from Practice Made Perfect (Bloomberg Press, 2005) which focused on how client feedback can be used to manage your business more effectively.
Mark Tibergien and Rebecca Pomering, May, 2005
Client Feedback: An Overview
If you are interested in a general overview of the benefits of client feedback, this overview article is a good place to start.
Julie Littlechild, Financial Planning Magazine, November, 2003