Financial Services
The Client Audit
A unique client survey tool that helps advisors to:
- Gauge client satisfaction
- Identify specific cross-selling, consolidation and referral opportunities
- Strengthen and grow relationships with existing clients
The Client Audit Process
- Advisor completes survey customization process
- Advisor Impact customizes client survey
- Advisor Impact designs and prints surveys and return envelopes
- Advisor mails surveys to clients
- Clients complete survey and return to Advisor Impact
- Advisor Impact receives, inputs and analyzes client surveys
- Advisor Impact develops comprehensive report and action plan
In the United States, the Client Audit is offered through a partnership between Moss Adams LLP and Advisor Impact.
The Client Audit Report: The Big Picture
- Key marketing opportunities
- Top client issues
- Satisfaction gaps
- Client expectations regarding contact and education
Client Opportunity Report
Client-by-client overview of key opportunities
- Cross-selling
- Consolidation
- Referrals
- Follow-up lists for key marketing opportunities
Action Plan
Follow-up templates for clients, centers of influence and prospects
- Suggested client marketing campaigns
- Assessment and identification of assets at risk
- Recommended changes to service structure
The Client Audit helps financial advisors gauge client satisfaction and identify specific cross-selling, referral and consolidation opportunities.
About the Program
The Client Audit is a unique process designed to help financial advisors strengthen relationships with their existing clients and identify cross-selling, consolidation and referral opportunities to grow those relationships.
The Client Audit allows you to outsource the time-consuming and specialized process of client surveying to experts in the industry. More importantly, it provides you with a comprehensive analysis of satisfaction and opportunity that is practical and actionable.
The Client Audit will:
- Identify specific clients who are willing to provide referrals.
- Identify specific cross-selling and marketing opportunities on a client-by-client basis.
- Help advisors gauge satisfaction among existing clients and identify specific gaps.
- Demonstrate commitment to existing clients.
- Provide data to build deeper relationships with centers of influence and prospects.
- Track progress and changes over time.
Surveys and final reports are customized for each advisor taking part in the program, whether purchased individually or as part of a corporate group.
| Individual Pricing: | $2,300 per advisor + $2.50/client household |
|---|---|
| Example: | One advisor with 150 client households |
| Total Cost: | $2,675 |
| Volume discounts are available. | |
Download the Client Audit brochure to learn more about the Client Audit Report and the Client Audit Process.
For more on client surveying, read the following article at Financial-Planning.com: http://www.financial-planning.com/pubs/fp/20031101024.html.
