Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most

Managing Your Practice

EpisodeOct 25, 202441m

Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most

Managing Your Practice

EpisodeOct 25, 202441m

Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match those personas. The councils provide a dedicated venue for soliciting feedback, communicating with the most engaged clients, and even creating growth opportunities through referrals. Hear how Helen's team runs a network of advisory councils that helps to collect, process, and incorporate direct feedback into the strategy of the firm.

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide...

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