HTA Advisory - Client Feedback Survey


In July of this year HTA Advisory engaged the services of Adaptive Innovations (Gordon Jenkins) to complete our first ever client feedback survey.

At the time of completing the survey we were blown away by some of the feedback and comments received – both negative and positive – as it has assisted us in looking at new ways as a business we can continue to develop and evolve our service offering.

Out of the survey results, Adaptive Innovation, have been able to prepare a word collage of some of the key comments provided by our clients which is summarised above.

In conducting the survey we wanted to achieve a number of outcomes which included – learning from the negative and positive feedback provided by our clients – further enhancing our servicing offering to clients – knowing that our brand and service delivery matches the expectations of not only our clients but the team at HTA Advisory.

What the word collage has told us as a business is that we have a strong brand that clients resonate with, however we need to ensure that the services we provide to clients continues to match our service delivery ideals and the needs of our clients.

The insight that we have now gained from completing the survey with Adaptive Innovations has been critical to us further expanding the service delivery to our clients which has seen the launch of our new HTA Wealth Portal and in the near future our HTA App which will further provide a greater connection with clients.

The feedback that we have gained as a business in completing our client survey has been extremely valuable as we have gained an insight not previously held that will enable us to keep learning and evolving as a business to become the best business advisors we can for our clients.

Therefore the challenge that I put out to our clients based on our own experiences, is to complete a survey of your own and listen to what your clients have to say. It will only improve the service offering you provide to your customers and clients which will directly correlate to an improved bottom line. We dare you not to!


Topics: Insider

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