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INSIGHT Leveraging Client Feedback

to Fuel Growth

Scott Masters, Regional Vice-President, Business Development

Client Feedback

• Why it is important

• Ways to gather it

• What to do with it

Client Feedback

Client Feedback

Why?

1. Relevant and pertinent

2. Easily accessible

3. Uncover opportunities

Gathering Feedback

Client Surveys

Client Advisory Board

Earl Kaplin

Bio• Montreal, QC

• 30+ years in business

• Team of three

Richard Alderman

Bio• Halifax, Nova Scotia

• Branch Manager

• 12 years in business

Summary

• Client feedback is relevant, impactful, and accessible

• Adopt a process to gather feedback

• Use feedback for impactful changes

• Done is better than perfect!

Questions?

Thank you

For advisor use only

Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.