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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

INSIGHT Leveraging Client Feedback to Fuel Growth

Scott Masters, Regional Vice-President, Business Development

client feedback
Why it is important

Ways to gather it

What to do with it

Client Feedback
client feedback2

Why?

1. Relevant and pertinent

2. Easily accessible

Uncover opportunities

Client Feedback
earl kaplin

Bio

• Montreal, QC

30+ years in business

Team of three

Earl Kaplin
richard alderman

Bio

Halifax, Nova Scotia

Branch Manager

12 years in business

Richard Alderman
summary

Client feedback is relevant, impactful, and accessible

Adopt a process to gather feedback

Use feedback for impactful changes

Done is better than perfect!

Summary
slide10

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.