Business View: How happy are your clients?

Business consultant Steve Billingham lists the key questions to ask your clients to measure their experience of your company.

clock •

Business consultant Steve Billingham lists the key questions to ask your clients to measure their experience of your company.

How can you truly measure your customer experience? Is it even possible to measure something so intangible and "touchy-feely"? I believe it is. You can, for example, monitor the real world interactions your customers have with your firm (eg call recording/reviewing or observed meetings) and ask for the client's perceptions of those interactions. You can also track what your customers do as a result of those interactions, such as by giving you more of their money to invest or recommending you to friends, family and peers. Few advisers in the UK seem to actively solicit formal feedba...

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 Your profession

How economic abuse manifests itself in pensions, mortgages and protection

How economic abuse manifests itself in pensions, mortgages and protection

Second in a three part series

Shelley Read
clock 11 November 2026 • 5 min read
Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read
Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read