One key finding of a financial advisor study on customer satisfaction is that clients appreciate the use of straightforward language when communicating with their advisor.
With the tough new conditions created during the COVID-19 pandemic, Texas lawyers must do anything they can to secure new clients and keep the ones they still have satisfied. A brand new study by Carson Coaching, a financial advisor coaching and resource program, may be able to provide some insight for attorneys as well.
Carson Coaching says that although fees are an important part of the conversation between financial advisor and client, a holistic menu of services and a focus on financial planning are stronger indicators of value for top advisors,
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