Client Engagement Assessment

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Take the Engagement Assessment (2 min.)

Rate your firm to uncover areas of opportunity for building relationships with your clients.

7Questions

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1. We reach out to clients often, and proactively, before major financial or life events.1 being the lowest and 5 being the highest.
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2. I frequently use or access my clients’ portal or personal financial management dashboard.1 being the lowest and 5 being the highest.
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3. All of my clients frequently use their financial management portal or dashboard.1 being the lowest and 5 being the highest.
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4. My firm has an established strategy for ongoing engagement with the portal/dashboard and this improves planning outcomes.1 being the lowest and 5 being the highest.
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5. I educate clients on important financial topics to help guide their financial journey.1 being the lowest and 5 being the highest.
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6. My firm has a standardized process for reviewing plans with clients that improves engagement.1 being the lowest and 5 being the highest.
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7. My clients are highly engaged and motivated to reach their goals.1 being the lowest and 5 being the highest.
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1 to 2.4 is Evolving... 2.5 to 3.5 is Established... 3.6 to 5 is Advanced.
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