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Tag: client experience

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Metrics can improve advice quality control
News

Metrics can improve advice quality control

Adopting customer satisfaction metrics can help advisers gauge the quality of service they offer their clients. Paula Brazier, head of client experience for Foster Denovo and Secondsight shares how the firm uses two metrics to gauge consumer attitudes to their [..]


Secondsight’s key to happy clients
News

Secondsight’s key to happy clients

Secondsight partner Matthew Mitten says the firm’s strategy of demonstrating value has been a major factor in getting to a position of not having lost a single client in the transition to the RDR-compliant world. The transition from commission to a post-RDR world [..]


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