US EditionJulie Littlechild: The missed opportunity in client surveys
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Julie Littlechild: The missed opportunity in client surveys
Shutterstock / Jane Kelly A happy byproduct of Consumer Duty requirements is that more advisers are asking clients for feedback in surveys. This has, of course, always been a good idea, but sometimes a regulatory change is just the push we need to take action. However, the reality is that many firms are using client feedback to check a compliance box, which means they are missing out on significant opportunities. Simply by adding additional ques…
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