Make Clients AND Prospects Happy by Asking These Two Simple Questions

What do people really think about you and how you treat them?  Are there weak spots?  Are there strong traits you could trumpet?  A simple two question survey will tell you just that.  You’ll get more clients to answer the survey when it only has two questions.  AND, research has shown that even when clients don’t answer a survey, they end up liking you more just for asking their opinion!

The answers to these two questions can be used to both solidify your current client relationships AND to leverage for when you meet with prospects.

Here are the 2 questions:

  1. Do you feel we understand you, your finances and your goals?  Why or why not?
  2. Do you feel we respond properly to you and your concerns?  (Promptly?  With empathy and concern?  Or, not to the degree you would like?)

If you even get one negative reply… you’ve got work to do.  If there is one person willing to say it… many others are probably thinking it.  Reach out to that person (who is brave enough to tell you) and get the low down.  Then USE that information to make a better experience for everyone!

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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