Proceed with Caution - Business Management for Financial Advisers

There are some restrictions as how to conduct surveys and how to use the information gathered. The American Marketing Association has a clear code of ethics regarding marketing research, including satisfaction surveys, and that code was written into law. We cannot sell services to clients in guise of conducting research. Overall, the best way to make a client survey successful is to

  • keep it short
  • assess importance and performance
  • ask actionable questions
  • include a deadline
  • provide an incentive
  • make including client’s name optional
  • code the surveys (to maintain anonymity)
  • include an open-ended question
  • make it easy to respond

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