Client feedback – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 19 Oct 2023 16:51:13 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client feedback – Investment Executive https://www.investmentexecutive.com 32 32 Canadians less satisfied with Big 5 banks: survey https://www.investmentexecutive.com/news/research-and-markets/canadians-less-satisfied-with-big-5-banks-survey/ Thu, 19 Oct 2023 16:51:13 +0000 https://www.investmentexecutive.com/?p=473650 Most respondents said the banks could do better at communicating about fees

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]]> Inflation and rising rates erode bank customer satisfaction: study https://www.investmentexecutive.com/news/research-and-markets/inflation-and-rising-rates-erode-bank-customer-satisfaction-study/ Thu, 20 Oct 2022 14:16:36 +0000 https://www.investmentexecutive.com/?p=453885 Scores were lowest for resolving complaints

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]]> Full-service firms fall short on holistic advice: J.D. Power https://www.investmentexecutive.com/news/research-and-markets/full-service-firms-fall-short-on-holistic-advice-j-d-power/ Thu, 05 May 2022 17:08:32 +0000 https://www.investmentexecutive.com/?p=443907 Plus, find out how your firm rated on overall investor satisfaction

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]]> Investor complaints spike in 2020 https://www.investmentexecutive.com/newspaper_/news-newspaper/investor-complaints-spike-in-2020/ Mon, 25 Jan 2021 05:12:00 +0000 https://www.investmentexecutive.com/?p=414312 Regulators say market turmoil and industry disruption are to blame

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]]> Advisor rating site launches in Canada https://www.investmentexecutive.com/news/industry-news/advisor-rating-site-launches-in-canada/ Wed, 08 May 2019 14:31:44 +0000 https://www.investmentexecutive.com/?p=381417 But will advisors be willing to expose themselves to potentially negative reviews?

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]]> “How am I doing?” https://www.investmentexecutive.com/building-your-business/client-communications/how-am-i-doing/ Wed, 19 Apr 2017 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/how-am-i-doing/ Three tips on asking for informal client feedback

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]]> Get valuable feedback through written surveys https://www.investmentexecutive.com/building-your-business/client-communications/get-valuable-feedback-through-written-surveys/ Tue, 18 Apr 2017 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/get-valuable-feedback-through-written-surveys/ Formal questionnaires can generate honest, authentic responses from your clients

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]]> Three common client-survey mistakes https://www.investmentexecutive.com/building-your-business/client-communications/three-common-client-survey-mistakes/ Wed, 11 Jan 2017 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/three-common-client-survey-mistakes/ Don’t let these blunders mar your client-feedback strategy

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]]> Client surveys are just the beginning https://www.investmentexecutive.com/building-your-business/client-communications/client-surveys-are-just-the-beginning/ Tue, 10 Jan 2017 17:05:00 +0000 https://www.investmentexecutive.com/uncategorized/client-surveys-are-just-the-beginning/ A written questionnaire should be the first step in an in-depth client-feedback program

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]]> Five ways to generate client feedback https://www.investmentexecutive.com/building-your-business/client-communications/five-ways-to-generate-client-feedback/ Mon, 11 Jan 2016 15:35:00 +0000 https://www.investmentexecutive.com/uncategorized/five-ways-to-generate-client-feedback/ Meet in person or use online surveys

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