A customer survey starts with the development of a questionnaire. Marketing research professionals will usually get input from other functional areas of the company, like brand and advertising, so ...

Adviser Jason Kirsch learned some uncomfortable truths when he surveyed his clients last year. The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

One of the highlights of the ANA’s Advertising Financial Management conference that took place in Phoenix last week was the presentation of a new survey about client/agency relationships. The ANA ...

TGS, a global leader in energy data and intelligence, announces the commencement of a new multi-client Ultra-Long Offset ...

A survey of more than 800 independent financial advisors reveals that most advisors spend less than half of their work time with their clients and more than two-thirds do not have a clear ...

Utilizing the latest e-commerce technologies and creative marketing concepts, ClientBase Marketing Services (CBMS) is launching its much anticipated Client E-Survey tool at the Technology & Marketing ...

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

Frank Besednjak, president, The Training Source, Louisville, Kentucky, and founder of Customer Care Plus, believes HVAC contractors should be held at a higher level of service than they have been in ...

Consumers want financial companies they can trust. Is your bank, broker or insurer on this most-trusted list? Check out our ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Survey of 200 decision-makers finds 91% are adopting AI-powered sales automation, with AI-driven pricing tools a top priority ...