Client engagement product set

• Industry insights
  Get access to over a decade of research involving more than 115,000 investors and 10,000 financial advisors in North America.
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• Feedback for growth
  The Client Audit Program will help you build deeper relationships with your clients and improve and measure client engagement.
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• Performance building
  The Powering Your Practice Program™ is a 5-part evaluation and coaching process that helps advisors take their practice to the next level.
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• Recognizing advisor excellence
  The Accretive Elite™ Advisor Program distinguishes and promotes financial advisors who exhibit and uphold the highest standards of client service excellence.
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What our customers say

Nesbitt Burns
“The Client Audit program far exceeded our expectations, particularly in identifying a ton of opportunity available with our clients. We had no idea the amount of money we were leaving on the table. It was a wise decision to leverage our time by outsourcing this survey process to Advisor Impact. The detailed report we received, and the actionable information it contained, made this program a very sound investment. We will definitely use the Client Audit again.”
David Boyd, Windsor, ON

Wood Gundy
“We would highly recommend the Client Audit Program. Economically, it is the most effective way to survey clients, and strategically the most efficient...it helped us to reach our target goal of client satisfaction and revealed a host of previously unidentified opportunities, especially referrals.”
Tom Trimble, Toronto, ON

Assante Wealth Management
“For advisors who hesitate to ask for referrals, the survey asks for you. And even if a client says 'no', it's an opportunity to find out what's wrong. Whether you score very well or not so well, it's a win-win situation. Just by doing the survey, you are signaling to your clients that you care about them and value their business. The only way you can lose is if you don't do anything with the information.”
Derek Dutka, Oshawa, ON