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5 best practice steps for collecting feedback – and what do with it

24th October 2024
With the first year of Consumer Duty now under our belt, most advice firms are now collecting client feedback in some form.The value of this feedback is huge, both in...

5 easy steps to grow referrals using client feedback

7th March 2024
Used correctly, client feedback can become your most powerful tool for driving organic growth.  Identify your biggest advocates, fine-tune your practice, and actively request recommendations and you will greatly increase...

2 simple steps to unlock revenue you might be missing

7th March 2024
For advisers who aren’t looking to take on new clients, there are still opportunities to grow revenue from within your existing client bank. In fact, our data shows that, on...
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