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How it works:
Individual Advisors and Teams

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One size does not fit all when it comes to gathering input from your clients.

Your unique objectives dictate how and when you gather input and the questions to ask.  

We craft a plan based on your needs.

Programs for Individual Advisors & Advisory Teams

Below is an example of how a typical client survey process works for individual advisors and teams.
To learn more about how we can offer discounted access to a comprehensive, customized and compliant program to your independent advisors, please contact us directly.

1. We start by uncovering your most important goals and priorities.

Your dedicated coach will guide you through a discovery process to connect feedback from your clients to achieving your most important goals, which may include those you see below. Those goals will guide the questions you ask of your clients, how we analyze the results and the specific actions we recommend.  

Evolve your client experience

Increase referrals

Uncover unmet client needs

Actively engage your clients

Your other unique objectives

Input

2. Review your recommended survey

Your coach will provide a recommended survey that reflects your goals.

The questions we recommend will reflect the key goals you defined as part of step one. Those questions are drawn from Absolute Engagement's extensive bank of questions, which are tested as part of our extensive, on-going investor research.

3. Invite your clients to provide input

We'll provide you with everything you need to invite and encourage your clients to provide their input.

You'll access a sleek and modern survey, embedded within an invitation that will help you achieve the highest possible response rates. You can invite clients directly, or we can manage the distribution in a way that is still personalized to you.

Insights

4. Access your personalized dashboard

You'll access a dashboard that connects client input to meaningful insights and practical actions.

On your dashboard you can: view your overall results, drill down to client level and access tools and resources to help you take action. Your dashboard highlights what the data is telling you and how to take action to reach your goals.  

Action

5. Craft an action plan with your coach

Your coach will provide the personalized guidance you need to take action.

You'll work with your coach to review your results, understand the implications and identify exactly how you will take action. The combination of technology and personal guidance is what makes this process so powerful.

6. Optional: Let us help you take action

We'll help you bring your action plan to life.

You have the option to continue working with your coach for a further 12 weeks to help execute on your plan, create accountability and to access additional tools and resources. You're welcome to discuss the options with your coach once you have your action plan in place.
The cost of a typical comprehensive Client Insights program for an individual advisor or small team ranges from $1,500 to $1,700 USD.

To learn about our comprehensive solutions for larger teams and enterprise, please click below.
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