When Did You Last Lose a Client – and Why?

A tremendous amount of time and attention is focused on attracting and keeping clients - but this week let’s talk about losing them.

Question Title

* 1. When did you last lose a client?

Question Title

* 2. Why did you lose the client (choose the primary reason, if more than one)?

Question Title

* 3. Were you surprised at that decision?

Question Title

* 4. Think about the last potential client loss that you "saved" - what was the primary thing did you have to do to retain their business?

Question Title

* 5. Have you ever “helped” a client leave?

Question Title

* 6. Do you regularly review your client roster for vulnerabilities?

Question Title

* 7. Considering the last client you obtained from another advisor, was it because of

Question Title

* 8. Any other comments about losing (or gaining) clients, and the things that go into those decisions?

Question Title

* 9. Suggestions for future survey questions?

( Privacy & Cookie Notice

T