Julie Littlechild's Blog

  for Financial Advisers

The Client Audit is a programme that helps financial advisers to maximize the profitability of existing client relationships.

We help advisers gather on-going feedback from their clients, through a survey tool, translate the information into an action plan and provide the support and resources to help:

  • Enhance loyalty and demonstrate commitment with existing clients,
  • Structure a meaningful service plan,
  • Identify opportunities to streamline service delivery,
  • Increase revenue from existing clients (cross-selling and share of wallet), and
  • Increase referrals from clients and centers of influence.

Click here to hear first hand from our clients about the value of working with Adviser Impact and the Client Audit Programme

Enterprise Solutions

Custom built solutions based on an organization's specific objectives and strategic initiatives. Enterprise programmes incorporate individual client feedback programmes, executive briefings on corporate results, key trends and custom analysis, as well as industry insights and benchmarking.

For more information on our Enterprise Client Audit Solutions, please contact:
Julie Littlechild at (877) 686-0660, x223 or e-mail Julie at jlittlechild@adviserimpact.com

Individual Programmes

There are two individual programmes to choose from, varying in the level of individual support and guidance provided. Choose the one that best meets your needs.

Client Audit | Insights

The foundation of every Client Audit programme, you receive analysis of client feedback, adviser and client-level reporting, and access to on-line tools and resources.

Client Audit | Action

Guidance in choosing questions, interpreting results and creating an action plan, delivered by a senior consultant over a three-month period.

Click here for a more detailed comparison of the benefits of the two individual Client Audit programmes.

Client Audit Click here for a sneak peek of the Client Audit program