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    • FOR ADVISORS

       

      Benefits of a Client Satisfaction Survey

      Content For Financial Advisors
      Custom Video Profile of Your Practice
      Best Financial Advisor Listing

      Client Centric Badge

       

    • Benefits of a Client Satisfaction Survey

      You may believe you hear all the complaints and all the accolades when you meet with your customers, but some clients will hold back their positive and negative thoughts on your service. Then, when it comes time for them to recommend you, they will do so (or not do so) based on their unspoken opinions.
       

      There is no downside to a customer satisfaction survey. Customers will either confirm what you already know about your business, both positive and negative, or they will provide you with new input that will allow your business to improve and grow. In today's investment environment, everything is rated from restaurants to doctors. Failure to have a rating could be deemed negatively.

       

      The benefits of a customer satisfaction survey are limited by the quality of the questions that are asked. If you ask only yes-no
      questions, you will not get much detail into the issues that matter. If you ask open-ended questions, the answers may be vague and not applicable to your needs.

       

      Customers who take a satisfaction survey will learn something about your firm. They will learn that you care what they think and what they want. A carefully crafted satisfaction survey can indicate to investors that you have given their satisfaction consideration and want to improve on it. It also indicates that you want the working relationship to be a successful and long-term one.

       

      Any firm that conducts a customer satisfaction survey must be willing to accept the results that come in. If you are interested in
      improving your customer relations and the services you provide, a customer satisfaction survey will make that happen. But your firm must be willing to accept the possibility that it is not doing everything it can to please the customer. If, then, the results come back and there are only a few complaints, your firm can congratulate itself on a job well done.

      Our results have generally found that investors think highly of their financial advisors. Why don't you let your customers share their opinions of you?

    • Content for
      Financial Advisors

      We provide ready to use compliance approved content for your publications, newsletters and website. Keeping up your communication with clients is crucial to your success.

      By posting compliance approved articles regularly on your website or pushing out interesting articles to your clients on a regular basis, you will increase client retention, referrals and satisfaction.

      CLICK HERE
    • Custom Video Profile of Your Practice

      We produce profile videos for your practice. Today, being able to connect with investors and describe your practice through a professional video is critical. Develop a connection with future prospects and proudly explain your philosophy and values to existing customers.

    • Best Financial Advisor Listing

      Referrals are the lifeblood of every financial firm. Best Financial Advisor is Spectrem Group’s exclusive advisor listing service that harnesses the power of referrals from your clients to attract new clients.

       

      Best Financial Advisor allows users of this exclusive service to search for and select the credentials and client rankings of financial advisors in their area and nationwide. Ratings are only from actual clients.

      Additionally, advisors provide a profile of their firm, their credentials and a custom video describing their own investment philosophy.

    • Client Centric Badge

      Advisors who have completed a complete client satisfaction survey are awarded a Client Centric badge and appear at the top of the search results by region. Other advisors have merely been rated by client's during Spectrem Group's ongoing comprehensive wealth market research.

      Client survey results are posted on the Best Financial Advisor site where star ratings can be viewed. Pursuant to SEC memorandum, these ratings can also be posted on your website.


      In addition to Spectrem’s key ranking criteria questions, we calculate a net promoter score for each advisor. The client ratings posted on the Best Financial Advisor site are based on Spectrem’s identification of the key criteria investors use to switch advisors. (All criteria are based on Spectrem's comprehensive research with more than 6,500 Wealthy investors annually.

    For Advisors
    Benefits of a Client Satisfaction Survey
    Content for Financial Advisors
    Custom Video Profile
    Best Financial Advisor Listing
    Client Centric Badge
    Articles For Advisors

    For Investors
    Types of Advisors
    Why Independent Ratings Matter
    Advisor Video Profile + Client Reviews
    Articles for Investors

    Help & Support
    info@spectrem.com
    Telephone: 224-544-5353
     

    © Best Financial Advisor | Spectrem Group 2017 | 840 S. Waukegan Road, Suite 211 | Lake Forest, IL | 60045

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