Dedication to the education of America's top financial advisors. Giving depth and insight to the financial service's elite; looking to do better for their clients.

7.07.2009

The Importance of Evaluation

The Importance of Evaluation

You invest $100s or $1000s each month on your clients (think client events, contact pieces, gifts, even cold beverages in your lobby) - all to make certain they're completely satisfied with their experience and your company. But how often do you check in & ask for feedback?!?

As you're investing significant time and money into your clients, it is critical you incorporate an evaluation to measure the level of success.
Take the extra time to find out what worked, what didn't, and constantly be improving!

This week, I'll be heeding my own advice and am asking you to evaluate "Matt's Weekly Sales Adrenaline". In order to offer the most valuable sales ideas and information, your feedback is greatly appreciated! As a thank you for participating, at the end of the survey you'll find an article talking about the benefits of lifetime income annuities from the Omaha Herald.

Click HERE to take the Sales Adrenaline Survey & thank you in advance.


Matthew J Neuman, Vice President of Marketing
Click Here for More on "The Advisor's Advisor"

825 S Kansas Avenue, Suite 510
Topeka, KS 66612
Toll Free: 866.363.9595
Fax: 785.271.1448
matt.neuman@advisorsexcel.com
"Success usually comes to those who are too busy to be looking for it.”- Henry David Thoreau
US Transcendentalist Author (1817–1862)

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