'I can't get no...': How to gauge client satisfaction

SATISFACTION

clock

Rebecca Jones finds out how to tell if a client is truly happy with your service or if they are merely smiling politely and searching for the exit.

Figuring out whether a client is happy, much like figuring out whether your significant other really liked that birthday gift, can be tricky. Sometimes the signs are clear; the client refers you to a friend or family member, or increases the amount of business they do with you. Other times, however, a little more digging may be required to find out whether you are in-fact meeting their expectations and indeed, what you can do to exceed them. It’s good to talk The easiest and most effective way to find out if a client is happy is simply to ask them, argues Joss Harwood, director of E...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

‘You have to proactively seek engagement and understand them’

Isabel Baxter
clock 08 May 2024 • 1 min read
Editor's View: The time is right for a platform market takeover

Editor's View: The time is right for a platform market takeover

The editor's Friday Night Takeaway from 3 May

Hope Coumbe
clock 03 May 2024 • 1 min read
Editor's View: Looking back at the week that was PA360

Editor's View: Looking back at the week that was PA360

The editor's Friday Night Takeaway from 26 April

Hope Coumbe
clock 26 April 2024 • 1 min read