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Adviser KnowHow: How to gauge client satisfaction

There are several ways of gauging a client's satisfaction, and most advisers just ask their clients directly. What is the best way to get feedback, and how often do you need to be in touch? Ben Smaje of Kennedy Black tells us how he does it.

Adviser KnowHow: How to gauge client satisfaction

by Jun Merrett on Apr 23, 2014 at 11:25

There are several ways of gauging a client's satisfaction, and most advisers just ask their clients directly. What is the best way to get feedback, and how often do you need to be in touch? Ben Smaje of Kennedy Black tells us how he does it.

Adviser KnowHow: a programme for advisers by advisers

Produced in association with BNY Mellon, Adviser KnowHow is a groundbreaking programme, created specifically to help you and your business. Every week we speak directly to your peers in the industry to understand how they have addressed some of the key issues that advisers face every day of their working lives.

Previously...

Lunge, parry, riposte! How to survive post-rebate wrap battles

by Jun Merrett on Apr 11, 2014 at 11:58

Fund manager rebates have been put to the sword and the fight to offer the best deals has really begun. How can advisers make sure they don't get caught up in the fray?  Jun Merrett dons her fencing gear and talks to Mark Polson of the Lang Cat about how to navigate the next six months.

Adviser KnowHow: How to build risk-targeted portfolios

by Max Skjönsberg on Apr 09, 2014 at 13:53

Many advisers use risk-targeted portfolios to make sure clients' investments match their risk tolerance. Andrew Chorley of Financial Planning Wales offers his tips for best practice when building these portfolios.

Adviser KnowHow: How and why to join a network

by Jun Merrett on Mar 31, 2014 at 15:58

For advisers finding it difficult to be directly authorised post-retail distribution review, joining a network can offer support. However, some have criticised networks for being too restrictive and having an obsession with the numbers game. How does an adviser make the choice and what factors need they consider?

Hospitality pass: when to say no to providers

by Douglas Brown on Mar 21, 2014 at 14:35

The regulator has turned its attention to the issue of inducements and advisers are re-examining their internal policies to ensure they are falling on the correct side of a tricky regulatory line. However, with guidelines from the FCA remaining vague, what protection should advisers put in place?

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In association with BNY Mellon

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