Growth

Australian clients consistently rate their adviser’s communication in the bottom two out of nine KPIs. What's stopping you from reaching out?

The review is the perfect opportunity to demonstrate value for fees paid – why, then, do clients often rate it so poorly?

If clients today are accustomed to receiving personalised and exceptional "experiences" from their service providers, surely they'll expect the same from their adviser.

Terry Bell shares the latest insights from the CATScan Client Satisfaction Survey. Become a member to access.