 The only thing that matters is what your clients’ value about their relationship with you and your team."Ed Friedman, director of strategic relationships, Dynasty Financial Partners.
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Why it pays to ask clients 'How'm I doin'?'
Ed Friedman | Financial Advisor, April 2017
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Summary: Three-time NYC mayor Ed Koch became famous for regularly asking; How’m I doin’? Now I am sure, at times he meant that as a rhetorical question. But many times he really wanted to know. How often are you asking the same question of your best, and not so best clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.
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