For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

To use your CX program as a customer engagement tool, each survey goal and each survey item should answer the question: What am I really asking? While a customer will never see this question, they ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services. It also creates an opportunity for additional services. Many ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth ...

Business owners, leaders, sales professionals and marketing teams — survey your customers! Over the last three years, I've met hundreds of business owners, and often I find they're so busy with day-to ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Public Utility Board moves toward planned 6% electric rate increase to meet 2023 goal with flexibility for future energy ...