Morningstar’s Investor Engagement Index delivers insights on how advisors can personalize the experiences of their client base using engagement research.

Engagement, satisfaction, and trust all increase for the client when the advisor has more opportunity to demonstrate their value. To make that time, advisors need to find ways to streamline more ...

Joe Martin, chief client experience officer at Summitry, a Bay Area RIA overseeing more than $2 billion in AUM, added, “We have worked with the team at Absolute Engagement for many years to ...

Client engagement is about making them feel like part of the family. A personal touch can be the finishing touch that makes your clients say, "Wow, you remember everything," Robertson says.

Let’s do business: Lawyer-client engagement agreements in estate planning When you hire an attorney for services, especially for document preparation, there should be a written fee agreement ...

A strategic approach in ensuring your organization and your personal brand is remembered involves designing a client's journey from engagement to delivery to retention by developing a relationship ...

The letter of engagement is beneficial to both client and advisor on many levels. For one thing, it acts as a form of insurance, whereby each side knows what the other's roles and responsibilities ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input ...

Scope creep: a term that sends shivers down the spine of many an accountant. This widespread issue, where the boundaries of work expand far beyond the ...

To raise the bar, client engagement is the new metric by which we should measure the impact advisors are having on their clients. It’s time for a change. Why Satisfaction Isn’t Enough.

Catalant offers an interesting example of client platform intelligence, and it’s worth exploring why they’ve made a strong investment in this tech. Independent management consulting has grown ...