When was the last time you asked your clients what they really think about you and your firm? What do they value and what do they really not value that might be taking up an inordinate amount of your time?
Why does it make sense to be doing something that might not even be valued by your clients? It doesn’t so now is a good time to find out exactly where you should be focusing your time.
My favorite resource for finding out is Advisor Impact’s Client Audit http://advisorimpact.com/ussite/aboutus.html. Their survey methods allow you to get the best information not only on what your clients value and don’t value but also provides opportunities for you to have high impact conversations with clients as well as marketing opportunities. I recommend my clients conduct this survey every two years.
So don’t guess, get out there and ask!
As always, if you have any questions feel free to call me or visit my site and see how I can help.