High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains. It is clear that highly ...

According to a recent SEI Advisor Network Quick Poll, 50% of independent financial advisers said client satisfaction with regard to investment performance is most heavily influenced by progress ...

Investors are more likely to understand the cost of advice than they have been historically — causing more advisors to redefine how they add value. The percentage of investors who either believe that ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

[IMGCAP(1)]According to the American Institute of CPAs, Client retention is one of the top issues facing most accounting firms. Unfortunately, most accounting firms still don’t measure client ...

ClearlyRated's client and employee satisfaction survey platform helps B2B firms measure client satisfaction, reduce customer and employee attrition, build online reputation, and differentiate on ...

...doing excellent work is merely the price of entry for competing in today’s environment. Lawyers often assume that providing excellent legal advice is enough to satisfy their clients, and that ...

In the legal industry, attorney-client trust is critical and depends on a law firm's ability to safeguard a client's sensitive information: documents, business dealings and intellectual property. This ...

When it comes to employee satisfaction, culture is key. At the company I founded, we’ve learned a thing or two about cultivating a strong one. We’ve been fortunate to be named one of Ad Age’s “Best ...

J.D. Power ranks Tangerine Bank highest in Personal Banking Client Satisfaction among Midsize Banks for the 14th consecutive year. TORONTO, Oct. 16, 2025 /CNW/ - Tangerine Bank has once again secured ...