Let me break this down a little for you –Over the last 16 years, MK Financial Planning Ltd managed to receive reviews from clients, but they were adhoc and sometimes, even though a client was perfectly happy, they may have given a 3* review.  

Thing is, most companies, including us, felt that it was pretty uncontrollable.  Until, we found the answer.  

What does this do?

Well, it gives the client a chance, before a review is discussed, to let you know whether they are content or not.

This is crucial on so many levels –

Is the client satisfied?
If they are, then let’s get a review.

Is the client unhappy?
If they are, let’s reach out and find out 
what we missed.

Does the client have a question?
If they do, let’s get it answered.

Once you complete this process with ALL clients, ALL clients are –

SATISFIED

Now is the time to ask for reviews. There are a couple of ways to make this happen.

Manually or Autopilot

Autopilot helped MK Financial Planning Ltd get over 400 5* reviews

How my coach helped me with my goals

Over the years of helping Financial Advisers learn how to run their businesses more effectively, I can tell you, most prefer to do things manually and the way things have always been done.  

This is mainly because there are no books to help you run a company effectively.  What I found is that when MK Financial Planning Ltd was already successful, to the point where I did not work Fridays, my business coach helped my firm grow by a third and allowed me to work 2 days per week and then only from 10am to 2pm.

Now MK Financial Planning Ltd is gone, I help others to gain the success I achieved.