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Adviser KnowHow: How to gauge client satisfaction

There are several ways of gauging a client's satisfaction, and most advisers just ask their clients directly. What is the best way to get feedback, and how often do you need to be in touch? Ben Smaje of Kennedy Black tells us how he does it.

Adviser KnowHow: How to gauge client satisfaction

by Jun Merrett on Apr 23, 2014 at 11:25

There are several ways of gauging a client's satisfaction, and most advisers just ask their clients directly. What is the best way to get feedback, and how often do you need to be in touch? Ben Smaje of Kennedy Black tells us how he does it.

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