The Results Are In !!
Recently we conducted our first Client Audit and I am writing to provide you with a summary of the feedback we received from more than one-third of our clients. The goal of the survey was to gain a better understanding of your needs and interests and to ensure that the service that we provide meets or exceeds your expectations.
We are pleased and honored that our clients gave us an overall rating of 4.8 out of a possible 5 points on service! We have worked very hard to deliver that service and those results are extremely gratifying.
Summary of Results
(All scores are out of five.)
Overall satisfaction with the relationship 4.8
Advisor is trustworthy 5.0
Clients would refer friends, family and colleagues 4.9
Advisor adds value above and beyond investment performance 4.7
Advice provided by advisor is helping me create a better financial future 4.7
We can, of course, always find room for improvement. Therefore, based on your suggestions, we have made some changes to our business to ensure that you hear from us consistently and that we have the resources to meet your needs.