To assess the impact of financial advisory services on customer satisfaction and retention.
To evaluate the performance of financial advisors in promoting insurance products and services.
To identify areas for improvement in the financial advisory process.
Conduct a review of literature on the role of financial advisory services in the insurance industry.
Analyze customer feedback and satisfaction surveys to understand the effectiveness of financial advisory services.
Interview financial advisors to gather insights on their strategies and techniques.
Compare sales data before and after the implementation of financial advisory services.
Develop recommendations for enhancing the performance of financial advisors and improving customer satisfaction.
