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INSIGHT Leveraging Client Feedback to Fuel Growth

INSIGHT Leveraging Client Feedback to Fuel Growth. Scott Masters, Regional Vice-President, Business Development. Why it is important Ways to gather it What to do with it. Client Feedback. Client Feedback. Why? 1. Relevant and pertinent 2. Easily accessible Uncover opportunities.

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INSIGHT Leveraging Client Feedback to Fuel Growth

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  1. INSIGHT Leveraging Client Feedback to Fuel Growth Scott Masters, Regional Vice-President, Business Development

  2. Why it is important Ways to gather it What to do with it Client Feedback

  3. Client Feedback

  4. Why? 1. Relevant and pertinent 2. Easily accessible Uncover opportunities Client Feedback

  5. Client Surveys Client Advisory Board Gathering Feedback

  6. Bio • Montreal, QC 30+ years in business Team of three Earl Kaplin

  7. Bio Halifax, Nova Scotia Branch Manager 12 years in business Richard Alderman

  8. Client feedback is relevant, impactful, and accessible Adopt a process to gather feedback Use feedback for impactful changes Done is better than perfect! Summary

  9. Questions?

  10. Thank you For advisor use only Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.

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