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Did
you know that 92% of Financial Services Professionals
do not have an effective method for acquiring and measuring
the feedback from their clients? At best, those who
do are measuring basic levels of satisfaction and not client
loyalty. A startling statistic when you consider the
importance of trust, communication and understanding clients'
needs. The Success Profiles Financial Services Client Assessment
was designed specifically for the Financial Services Professional.
The assessment uncovers the truth about what's most important
to their clients and what clients think of their service.
This knowledge enables the professional to make better business
decisions, create more value for their clients and more profits
for their practice.
What
is the Financial Services Client Assessment?
- A valuable tool to compile quantitative and qualitative
feedback about business practices and level of service
- An ongoing process for the Financial Services Professional
to understand what's most important to the stakeholders
(clients and staff)
- A method to assess and compare business practices with
the best Financial Planning Professionals
What are the benefits?
- In-depth understanding of what is important to clients
- Knowledge on how they are performing from their clients
viewpoint
- Client specific feedback (suggestions) on ways they can
improve their service and relationship with them
- An accurate, reliable and cost effective method to perform
ongoing client assessments
- Baseline performance measures to assess and compare their
results to industry norms and best practices
Success Profiles, Inc. has conducted
extensive research among financial service professionals to
identify the common relationships that exist between client
satisfaction, loyalty, and willingness to give referrals.
The goal of the research was to give the financial services
providers feedback on their clients' loyalty and identify
key findings that the entire industry could benefit from.
The research results show compelling findings
that benefit financial service providers as well as professionals
in other service industries. As you begin to understand
the link between client satisfaction, loyalty, and willingness
to give referrals, a professional can better prioritize their
service, education, and development to gain the competencies
that will attract and keep the best clients. The follow
graphs are the starting point to understanding these relationships.
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Financial
Services Client Assessment
