Wednesday 22 May
Free webinar: Everything you need to know about client surveys in 2024
Client surveys were important even before the Consumer Duty was a twinkle in the FCA’s eye.
Now though, in 2024, they’re vital to every business.
In our experience, most firms don’t run client surveys, and those who do get many things wrong including the timing and the questions.
In this webinar, we’re going to put that right.
What will you learn?
On this webinar, you will:
- Learn the four reasons why you should run regular client surveys
- Discover when you should run them and why they should not be sent after annual reviews or new business
- Be taught the key steps to run a successful client survey project and maximising responses
- Learn the 10 things you should do after the client survey
- Get help dealing with the demons in your own mind, or the naysayers in your business, that are preventing you from running a client survey.
Who should attend?
This webinar is aimed at anyone with responsibility for marketing in a financial advice/planning practice, including:
- Financial advisers and planners
- Practice and operations managers
- Marketing managers and executives.
It will also be useful for people who have compliance or Consumer Duty responsibilities.
In other words, everyone is welcome.
When?
10.00 am, Wednesday 22 May.
It’ll last for an hour, including plenty of time for you to ask questions.
How much?
Nothing. Our webinars are always free.
How to book?
Click here to visit the registration page and grab your place.
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