In today’s highly social world, it’s vital to stay up to date and in touch with your clients. And, with all the varying IT platforms available it’s pretty easy to do so. However! I know working with Advisers that many find it hard to think of what questions to ask during a client survey so today I would like to share 6 powerful questions that may help. Every Advice business is different so please feel free to use these or to adjust accordingly.
Question 1 – What hesitations did you have about using a Financial Adviser? This is a powerful question because it can draw out some common concerns or previous experiences. It may also give you some valuable information to help you with your FAQ’s section of your website.
Question 2 – What changes have you noticed in your financial situation since implementing our advice? The magic with this question is that you are looking for specifics, so perhaps change the end wording to suit your client.
Question 3 – What specific thing did you like best about the recent process you have been through with our business? Again you might need to alter the wording because the power in this question is drawing out why your service and client experience rocks (or perhaps doesn’t!).
Question 4 – Would you recommend and/or introduce someone you know to our business? I can tell you from experience that 99.9% of recipients will answer “yes of course”. The power is in how you handle the answer. You can make it automatic and get them to fill in a client testimonial, recommendation on LinkedIn, Google review or similar. Another way would be to take it offline and talk to them about the person they had in mind and what the best process would be. Don’t waste this powerful client attraction strategy!
Question 5 – Is there anything else you would like to comment about? Never assume you know everything to ask! Give the client the chance to say what may be on their mind but not yours.
Question 6 – Would you be open to a more in depth client survey? Online surveys are great because they are quick, efficient and can give you some really good feedback. However, focus groups, telephone based surveys and so forth are also extremely valuable for you, the business and the client. If they answer yes, you could quite easily arrange for a video testimonial or use their particular situation for a case study.
If you are interested in learning more about client surveys and how SRSCC can complete those for you, please feel free to make contact today firstname.lastname@example.org
Thank you for reading this blog post.