Most RecentMost ViewedMost LikesReport available now: Use it or lose it Download this guide created in partnership with Business Health, that will help you develop your client engagement approach across four key areas. 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. Hyper-personalisation: the next frontier? Can you get “hyper-personal” with your clients and deliver a bespoke service without getting stuck in the weeds? These experts say you can. Divide and conquer Client segmentation can transform your business. Here’s how to get it right. 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. Watch now: What your clients don't tell you Become a member to access the CPD webinar.
