EP 18: Turning Feedback Into Fuel - What to Ask & How To Apply What Clients Tell You

01/12/2025 21 min Temporada 1 Episodio 18
EP 18: Turning Feedback Into Fuel - What to Ask & How To Apply What Clients Tell You

Listen "EP 18: Turning Feedback Into Fuel - What to Ask & How To Apply What Clients Tell You"

Episode Synopsis

Asking for feedback is powerful… but acting on it? That's where the transformation happens. In this episode of The Uncommon Advisor, Alicia Byers takes you deeper into the world of client feedback—specifically how to ask the questions that actually matter and how to turn client responses into clarity, confidence, and real business growth. You'll learn: The difference between random feedback and purposeful, actionable feedback How to choose the right questions for onboarding, plan delivery, and annual reviews Why multiple-choice questions often get you better honesty than open-ended ones How to "close the loop" and use feedback to generate referrals naturally What to do after a client shares something meaningful (the step most advisors skip!) If you've ever felt unsure about what to ask, when to ask, or how to apply feedback once you have it, this episode gives you a clear, simple roadmap to follow. When you invite feedback—and actually use it—you create more trust, more loyalty, and more clients talking about you in the best way possible. Your free resource: 20 Feedback Questions for Financial Advisors.  Book your session with Alisha:  https://calendly.com/byersstrategygroup/new-meeting