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2021 Client Survey Toolkit
featuring Bain's Elements of Value®

For the past two years, the Family Wealth Alliance has worked with a team of experts to develop an industry-first approach to capturing the voice of family wealth clients. 

The Client Survey Toolkit is a powerful, customizable, and confidential way to understand what your clients value, how well your firm is delivering on that value, and how you compare to the industry.
Sign up now - $500 Early Adopter discount ends May 31st.

Our Advisory Board

Eric Almquist

Partner, Customer Insights and Analytics
Bain & Co.

Brian Kostick, CFP®

Managing Director, Business Consulting Services & Education
Charles Schwab

Andrew Busser

President, Family Office
Pitcairn

Kristi Combs

Managing Director, Client Relations
Greycourt

Drew McMorrow, CFP®

President & CEO
Ballentine Partners

Michael Zeuner

Managing Partner
WE Family Offices

Dynata is the world's largest first-party data and insights platform, with more than 40 years’ experience as a pioneer in consumer and B2B insights. They've helped more than 5,500 organizations around the world and in every industry find and accelerate the right insights to market, enable better decision-making, and deliver revenue growth. 

What's included:

Ready-to-use, customizable survey

Communication templates

Raw survey data

User-friendly dashboard

Topline summary

Industry benchmarking report

A robust client insight strategy is the difference between falling behind and leading the pack.

  • Keep your clients and the next generation feeling engaged and valued
     
  • Identify emerging issues that compromise the experience you deliver
     
  • Make smarter, more impactful decisions
  • Better articulate your value proposition to prospective clients 
     
  • Implement new ideas that elevate your offering above the competition
     
  • Develop compelling brand differentiation
Learn more here.

Questions?

Check out the Client Survey Toolkit Microsite or email us at info@fwalliance.com

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