Our goal is to help our clients comfortably reach their goals for retirement and for life. Critical to that process is providing a consistently high level of service that meets the needs of individual clients. Client satisfaction is so important to us that we contracted an independent consultant to conduct an audit of our client base to ensure that the service we provide is appropriate. We are very pleased to say that the results were overwhelmingly positive.
Summary of Results
(All scores are out of five, with five being the highest)
- Overall satisfaction with the relationship: 4.9
- Calls are returned promptly: 4.8
- Client would refer to friends, family and colleagues: 4.9
- Fully understands my goals for the future: 4.8
According to the independent firm that conducted the survey, they rarely see the following results:
- Marks as high as those we received
- Participation as high as ours
- Non-anonymous participation as high as ours
You might also be interested to know that our clients say that the two things that are most important to them in any relationship with a financial advisor are as follows:
- Having a clear plan in place to meet retirement goals
- Advisor is trustworthy
We were therefore pleased to receive such high ratings on these dimensions.
Our clients tell us it is very important to keep them up-to-date on what is happening with their portfolios and our views of the economy. In response to this need we have increased the frequency and format of our communications even further. In addition to our regular account reviews with our clients, they receive:
- A quarterly educational newsletter
- An invitation to our annual Town Hall Meeting
- Periodic commentary sent via e-mail and postal mail
- Scheduled conference calls
- Reformatted statements for better understanding
