tag:blogger.com,1999:blog-4402283548766807872.post4045513361130188200..comments2024-03-20T02:26:06.500-04:00Comments on The Blunt Bean Counter: Why Survey: Are your Employees not your best source of Client Information?The Blunt Bean Counterhttp://www.blogger.com/profile/11358868550072516313noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-4402283548766807872.post-12066280734559177402011-10-22T17:09:10.868-04:002011-10-22T17:09:10.868-04:00Thx Tom. I agree with your assessment. It just com...Thx Tom. I agree with your assessment. It just comes off strange to me that to meet the 2nd objective, it sounds like RBC does not understnd their clients in the first place. I think this is one of those blogs I have not been able to cleary articulate what is bugging me.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-10269190062950439232011-10-22T15:41:44.851-04:002011-10-22T15:41:44.851-04:00I think there are two objectives to RBC's surv...I think there are two objectives to RBC's survey:<br /><br />i) knowledge about clients (you rightly point out that this should be available other ways)<br />ii) marketing to potential clients (i.e. show that RBC is putting effort and resources into this type of client and their concerns).<br /><br />In truth, it is likely more the second objective than the first.Tomnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-2950040436510681222011-10-21T11:52:03.075-04:002011-10-21T11:52:03.075-04:00Anon, you are obviously an employer and I understa...Anon, you are obviously an employer and I understand your view point. We have 30 or more employees at certain times of the year and although we value our employee’s viewpoints, they can definitely sometimes be myopic and I will occasionally roll my eyes at certain suggestions, although we have yet to get a doggy day care suggestion. <br /><br />I think what I was really getting at here is: should RBC wealth managers who deal day to day with their high net worth clients not understand the issues their clients have by virtue of doing their jobs properly, without the need for a survey? i.e.: How can you plan and provide a strategy for your clients without knowing their main concerns?The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-83980097346706084592011-10-21T11:30:11.122-04:002011-10-21T11:30:11.122-04:00Sometimes employees' thoughts and opinions are...Sometimes employees' thoughts and opinions are very myopic. They'll say we need better tasting spring water, and we need a dogie daycare and we bigger need cubicles but they don't know all those things will actually make them less efficient. Its a two way street.Anonymousnoreply@blogger.com