How to Do a Client Survey
Regularly collecting feedback from clients can save you time and money, help resolve problems before they get out of hand, and improve client service. Watch this video to learn how to do a client survey for free! Marketing Tip How Do I Run a Client Survey We love to share what we've learned…
How Happy Are FMG Suite Advisors?
Thanks to all of the advisors who took the time to complete our 2014 FMG Suite Client Satisfaction Survey! Check out the below infographic to see the results. As always, we appreciate your feedback. Anytime you have questions, comments or recommendations, send them our way to…
Generate Referrals With Client Events
We know that our "A" clients typically refer other "A" clients. But are you using client appreciation events geared towards your top tier clients to garner introductions to their friends and network? Watch this video to learn how to leverage social media to make the most of your events and how to…