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:
Click here to hear first hand from our clients about the value of working with Adviser Impact and the Client Audit Programme
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:
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.
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.
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.
Get a sneak peek of the Client Audit Tool
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