Every preparer wants to know what their clients think. The trick is how to find out. Processing Content William Keats, an Enrolled Agent at Keats Tax & Financial Service in North Merrick, N.Y., issues ...

For the past 11 years, Agili has conducted an annual client survey as a way to obtain valuable client insights and help us chart our path forward. Over time, we have observed an additional, somewhat ...

Client surveys, provided they’re done properly, can provide valuable information and identify possible business opportunities. Asking for feedback isn’t a new idea, of course. Robin Green, AIF, senior ...

Opinions expressed by Entrepreneur contributors are their own. Surveys are a great way to assess customer satisfactions, marketing channels, product potential, price ranges, website audiences, and ...

As vaccines continue to be distributed to millions of Americans and we inch back toward “normal,” things are looking up. One of the signs of optimism is that advisers are starting to open, or fully ...

A grand opening is a celebratory event that introduces a new business to the neighborhood and potential customers. These affairs are more than traditional, obligatory dates on the business calendar: ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

Do you truly want to know how customers view your customer service (and can handle the truth)? If so, here’s a 10-point consultation that will help you do exactly that through improved customer survey ...