Growing Too Fast? Ask Your Clients to Help!

Anyone in particular? _____________________________________________
  • Would you share (or have you shared) information about our firm with someone else who has a need for financial services? Yes/No
    If No, why not? ___________________________________________________
  • Sending out a survey to all of your clients one time per year is smart business. You may also want to send out a mid year survey to your newest clients to make sure you continue to turn new customers into long time clients.