Every preparer wants to know what their clients think. The trick is how to find out. Processing Content William Keats, an Enrolled Agent at Keats Tax & Financial Service in North Merrick, N.Y., issues ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Opinions expressed by Entrepreneur contributors are their own. Surveys are a great way to assess customer satisfactions, marketing channels, product potential, price ranges, website audiences, and ...

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 ...

As vaccines continue to be distributed to millions of Americans and we inch back toward “normal,” things are looking up. One of the signs of optimism is that advisers are starting to open, or fully ...

Opinions expressed by Entrepreneur contributors are their own. I have a fat wallet. Yet, I’ve never been one to carry much currency. I’m also not a roaming financial fortress of credit and debit cards ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...

As a business owner, you know your customers should be your top priority. If you aren’t meeting their needs, your success—and the future of your business—will be jeopardized. And what’s the best way ...

By Carol Britton Meyer The Hull Redevelopment Authority this week welcomed its new lead counsel and held a preliminary ...