Date: 02.19.13

Cetera Explores the Benefits of Surveying Clients in New White Paper

Los Angeles, CA – One of the most valuable marketing tactics available to advisors may be the most overlooked, according to a study from Cetera Financial Group and Business Health, an internationally recognized practice management consulting firm. Cetera’s whitepaper helps quantify the return on investment of seeking client feedback. It explores not only the service-model benefits that can come from surveying clients, but also the economic benefits.

Key topics of the whitepaper include:

  • Why firms that formally survey their clients generate 31 percent more revenue versus those that do not
  • How surveys can increase the likelihood of clients referring others
  • The effect client demographics can have on survey results
  • How to work more effectively with different types of investors

“The idea of formally collecting client feedback is so basic, and yet so instrumental to an advisor’s success. We were surprised to see that fewer than 50 percent of advisors are conducting client surveys,” said Susan Theder, chief marketing officer at Cetera Financial Group. “This study shows how significantly advisors can benefit from collecting feedback and, of course, then acting on it. The correlation between increased revenue per principal and those who survey is a powerful message that should not be ignored.”

What Do Clients Really Think? How Elite Advisors Use Surveys to Drive Stronger Client Relationships is available for download now by clicking here.

About Cetera Financial Group

Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for more than 6,500 independent financial professionals and more than 600 financial institutions nationwide. Through its four distinct firms, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, and Cetera Investment Services LLC (Cetera Financial Institutions), Cetera offers the benefits of a large, established and well-capitalized broker-dealer, while serving advisors in a way that is customized to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients. For more information, visit