Attorneys in firms can no longer wait for the conveyor belt to bring new client work to them. Economic and cultural changes during the last half-dozen years have caused firms to reassess their ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Every preparer wants to know what their clients think. The trick is how to find out. William Keats, an Enrolled Agent at Keats Tax & Financial Service in North Merrick, N.Y., issues a survey form to ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

Opinions expressed by Entrepreneur contributors are their own. Surveys are a great way to assess customer satisfactions, marketing channels, product potential, price ranges, website audiences, and ...

When it comes to customer experience and marketing strategies, being able to create effective customer surveys is a pivotal skill. These surveys serve as valuable touchpoints for businesses to gather ...

As vaccines continue to be distributed to millions of Americans and we inch back toward “normal,” things are looking up. One of the signs of optimism is that advisers are starting to open, or fully ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...

Agencies often depend on customer feedback for a variety of reasons. However, the key to unlocking the truth of customer surveys is to design one that consumers don't mind answering. The questions ...