You are a Financial Planner (FP) and received a survey comment that said I haven't heard from

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You are a Financial Planner (FP) and received a survey comment that said "I haven't heard from her since I signed up 6 months ago." What do you take from this? Determine who the client is and look to transfer them out due to the complaint Wait until you get similar surveys with the same comment before making any changes to your business While it is only one survey, it could mean the FP needs to adjust their client communications plan It is only one survey and not statistically significant

Posted Date: May 18, 2024 12:04 PM

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You are a Financial Planner (FP) and received a survey comment that said I haven't heard from

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