Advisor Impact, Inc. Launches Enterprise-Level Client Feedback Tool for Advisors

NEW YORK, June 24 /PRNewswire/ -- Julie Littlechild, President of Advisor
Impact, Inc., is introducing Client Audit: Enterprise, an enterprise-level
technology that provides advisors with the tools and support to gather and use
feedback to build deeper relationships and increase revenue from existing
clients. "For the first time, advisors with firms that offer this solution
will have access to a tool that will allow them to gather and then use
feedback, easily and inexpensively," says Littlechild. "Firms offering this
technology to advisors will be on the cutting edge by providing access to a
tool that has a direct impact on both the depth of client relationships and
the bottom line."

Advisor Impact has worked with more than 1,000 advisors and gathered feedback
from more than 70,000 clients over the past few years. They recognized the
value to corporate clients to be able to integrate this streamlined feedback
functionality into their existing advisor offering at a time when
cost-effective solutions are so essential. "Client Audit: Enterprise maintains
what has worked - the ability to customize surveys, access rich benchmarking
data, client-level reporting and a robust suite of tools to help advisors
leverage the results - and package that into an easy-to-use tool readily
accessible from the firm's desktop or intranet," says Littlechild. "The good
news is that we've cut the cost of accessing a traditional client feedback
program by more than 75%."

Client Audit: Enterprise adds value for advisors, and at the same time drives
growth and reduces attrition corporately. Broker-dealers, custodians and other
financial services firms can brand the advisor experience, while allowing
their advisors to maintain strict confidentiality around the individual
results. The firms will have access to a robust management dashboard to
monitor adoption rates, access detailed reporting across all clients and see
firm-level trending and benchmarking on key indices, including satisfaction,
referrability, risk and untapped revenue opportunities.

"This feedback tool is unique in that it offers real value for advisors but
also delivers more and better data corporately to support strategic decision
making or help evaluate training and other support requirements for advisors,"
says Marie Swift, CEO and President of Impact Communications, a marketing
consulting firm that has worked with thousands of advisors over the years.
"Because the program allows advisors to see results across all clients, to
highlight differences among top clients and then to drive the results down to
the individual client level, it's not something they can easily replicate
themselves."

For more information, visit www.AdvisorImpact.com.

About Advisor Impact, Inc.
Advisor Impact helps financial advisors, accountants and financial services
firms maximize profitability and productivity in their businesses. The company
provides research, training and tools to help firms and individual advisors
evaluate and improve client profitability - all in the context of delivering
an outstanding client experience. President Julie Littlechild authored the
Business Success Kit, a comprehensive guidebook to assist financial advisors
in efficient practice management.

SOURCE Advisor Impact, Inc.

Leslie Swid, Account Manager of Impact Communications, +1-913-649-5009,
leslieswid@impactcommunications.org, for Advisor Impact, Inc.