Most RecentMost ViewedMost LikesGet with the program Australian clients consistently rate their adviser’s communication in the bottom two out of nine KPIs. What's stopping you from reaching out? 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? 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. Hearing what's unsaid Terry Bell shares the latest insights from the CATScan Client Satisfaction Survey. Become a member to access. Hearing what’s unsaid: age matters According to our latest research, 55% of clients are over 60. What does this mean for your practice? The wisdom of being a client of yours Here's a simple question: has your relationship produced a result for the client? The more things change It wasn't that long ago that robo-advice seemed set to dominate the industry. And then it didn't. Why is that? The marketing plan you need (when you don't need one) Our research shows retention is high and referrals are plentiful. But what happens when the music stops? Clients love me – I think? Losing clients is the lag indicator. What are the early warning signs? Stop building strategies in a vacuum How can you get the most out of the Advisely Profit Booster?
