Byrnes Consulting's Mission: To provide business planning and marketing strategy consulting services to help businesses become even more successful.

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Ask Clients How to Increase Your Success

Hire a facilitator to ask clients how to improve a firm’s success

Typically, the best people to ask for feedback on how to do better are the ones sitting right across the table or desk.  That is right.  Clients are a great resource for ideas for improvement.  Plus, if they feel appreciated, they will give even more referrals than they might have before.

Read Mike Byrnes’ Barron’s article to learn how a financial advisory firm used client research to get out of its ‘comfort zone’ so the business could do better.

This case study covers:

  • Who was invited to participate.
  • What was expected around responsiveness and communications.
  • How clients sharing their feedback and advice creates a more vested interest in the future success of the organization.
  • How leads resulted from the research.

Does your firm need to invest in a professional facilitator to ask your clients the right questions? Reach out to Byrnes Consulting to see if we can help!

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