Most RecentMost ViewedMost LikesWhy I'm happy to be a generalist Why, after 25 years in the industry, have I decided to stay in the "generalist" camp? We don't buy what we don't understand Let me ask: have you ever had a client seem eager at first but then disappear? The wisdom of being a client of yours Here's a simple question: has your relationship produced a result for the client? Business case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. Hearing what’s unsaid: it’s all new for clients Our latest survey results challenged our assumptions about new client satisfaction – and advisers should take note. Hearing what’s unsaid: age matters According to our latest research, 55% of clients are over 60. What does this mean for your practice? Hearing what's unsaid: self-employed clients Trouble is brewing for advisers servicing (or looking to service) the small business market. Are you paying attention? Hearing what's unsaid Terry Bell shares the latest insights from the CATScan Client Satisfaction Survey. Become a member to access. It's the vibe If clients today are accustomed to receiving personalised and exceptional "experiences" from their service providers, surely they'll expect the same from their adviser. When was the last time you reviewed your review (process)? The review is the perfect opportunity to demonstrate value for fees paid – why, then, do clients often rate it so poorly?
