- Customer Satisfaction Levels - what do your top clients think of your service?
- Effective Client Segmentation - most Advisors have undertaken some form of client segmentation exercise. The question is, what have you done with the results of the exercise?
- Client Appreciation - one size does not fit all when it comes to customer appreciation.
- Client Seminars and Facilitation - an effective strategy to attracting new clients that fall within your definition of your ideal client.