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 ...

Surveys are a major part of a voice of the customer (VoC) program. Here are some considerations — and questions — you should consider. Companies that don’t measure the impact of Voice of the Customer ...

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 ...

For most law firms, obtaining new work from existing clients is the most productive type of marketing. Therefore, more firms are developing and utilizing client surveys to obtain feedback about their ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...