Client feedback matters because it matters
to your clients.

72% of Engaged clients say being asked for their input is important1. But it’s also important for your business. An effective client feedback process is about taking stock and demonstrating commitment, but can it also help you:

  • drive deeper engagement with existing clients
  • create a differentiated client experience
  • streamline service delivery
  • identify and connect with clients at risk
  • increase referrals from clients and centers of influence, and
  • drive organic growth

We work closely with individual advisors, teams and enterprises to actively gather and use client feedback. If you want to learn more about our Enterprise solutions, please book a time to talk about your goals.

There is no ‘one size fits all’ approach when it comes to client feedback.

We’ll take the time to understand your goals and guide you, and your team, through the process of gathering feedback. And we’ll connect the dots between the feedback you receive and the actions you take. To do that, we’ll drive the results down to client level and provide you with access to a cutting-edge dashboard with actionable reporting, tools and resources. And, your coach will help you create a clear plan of action.


1 Absolute Engagement Investor Research 2019

The guidance you need and the actions you take will depend, of course, on your needs and objectives. We provide two different solutions to allow you to choose the program that’s right for you.


Client Insights - Core

Our core program is designed for individual advisors or small teams. We help you select the best questions for your business and invite clients to participate. Once complete, you can access in-depth reporting and tools on your personal dashboard. If there are other advisors on your team we can provide both team and advisor level reporting to help you take action.



Client Insights - Enhanced

Our enhanced program is designed for larger firms which typically have more complex needs, a separate leadership team and larger numbers of advisors. We work closely with the leadership team and customize a survey to meet your needs, manage the entire process, personalize your dashboard to put the right information in the right hands, conduct an in-depth analysis of your results to share meaningful strategic and tactical insights, share recommendations with the leadership team, and design and execute a program to help your advisors take action.


Learn More About Our
Core & Enhanced Programs

Let’s Talk.

Book a 20-minute call to discuss your needs and how client feedback can help.

Book Now


Get Started.

Get started with a plan to engage your clients and drive growth.


Client Insights Video

Take a 5-minute tour of the Client Insights Program