Truth Telling

Feedback is tough, especially when it’s the truth. Yet sometimes it is just what we need to take that next step. We must ask and be willing to listen to consider the input, the other person’s perspective and what it means to the service we are providing.

Soliciting feedback is not a casual or off-the-cuff undertaking.

Careful thought needs to go into the questions we ask in order to solicit the feedback we need – good or bad. Not all feedback is helpful or productive. Timing can be everything. If we ask for feedback when a person is not appropriately prepared to offer it, we can get vague and meaningless responses. If the recipient of our request is having an off-moment (or day!), when they are satisfied with very few things, quite possibly our service becomes one of those things…now that we happened to ask!

I’m not suggesting that you try to read every client’s mood before asking for feedback. Simply give the client the opportunity to respond on their schedule, when they have time and space to consider what you request. A well-crafted client survey can accomplish all of this for you.

Join us on Tuesday, October 29th at 4 p.m. Central Time, to hear one of the industry experts on surveying your clients, Julie Littlechild of Advisor Impact. To get you thinking about the importance of client feedback, read on to learn about the role it plays in your client experience.

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