Client Feedback

Do you know which third of your clients are preparing to switch advisors?

Client feedback is critical to increasing client satisfaction, loyalty and share of spend.

Yet only one in ten professional services clients have been asked for feedback by their advisors in the last 12 months. Worse still, our data shows that a third of clients have switched advisors in the last year.

We know that the main reasons for this relate to poor relationships; either the advisor has suffered from poor succession planning when senior individuals have moved firms, the client doesn’t feel ‘valued’ or quite simply, others in the market have a stronger offering and are servicing their clients better.

When we undertake a client feedback program, we understand that we are acting as an extension of your brand, and our objective is to leave each individual with an exceptional interview experience that delivers real value to all parties.

Independent client feedback will:

  • Help to establish client expectations and how you can better meet them
  • Uncover the real strengths and weaknesses in your client relationships
  • Allow your clients to be open and honest about their relationship with you
  • Identify clients ‘at risk’ of moving to another advisor
  • Identify new business opportunities
  • Demonstrate your commitment to understanding their needs and views.

Our client feedback programs are completely customized for each client, and can incorporate a range of methodologies from face to face, telephone and web based interviews.

We are also able to incorporate industry benchmarking from our Sharplegal and Sharp Property syndicated surveys.

Products & Pricing

Customized research

Please contact us to discuss your requirements.

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Key contacts

To find out more about how we can help your business, please contact us now.

US & Canada

Jennifer Dezso, VP Acritas US

+(1) 512-647-0815

UK, Europe, Middle East and Asia

Jo Summers, Director

+44 (0) 808 178 3020

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