Josh Hill, Principal of Efinity, leads a directly authorised mortgage brokerage with five advisers and a simple belief: listening well …
For a business with 650 mortgage advisers across both employed and self-employed models, delivering a consistently great client experience is …
When this 24-year-old firm started systematically asking clients for feedback four years ago, it helped reshape how they operated. Now, …
Westminster Wealth has a simple but ambitious goal: to be the UK’s number one independent chartered financial planning firm. The …
Most firms focus on the 20% of clients who leave feedback. Mortgage Seeker took a different approach by engaging those …
When David James Wealth started asking clients what they really thought, everything changed. Here’s how they turned feedback into their …
As the FCA’s consultation on the Advice Guidance Boundary (CP25/17) progresses, we are carefully considering what this could mean for …
With the first year of Consumer Duty now under our belt, most advice firms are now collecting client feedback in …
Used correctly, client feedback can become your most powerful tool for driving organic growth. Identify your biggest advocates, fine-tune your …
For advisers who aren’t looking to take on new clients, there are still opportunities to grow revenue from within your …
Discover tools that increase prospect conversion, recommendations and power Consumer Duty requirements.
