A couple of weeks ago, we sent a survey to all of our clients. We want to thank all of you who took the time to complete our survey. We are always interested in improving our service to you.
Here are some interesting things we learned from you. First, trusting your financial advisor is very important to you. Next, we need to do a better job explaining technology terms like “blog” and the features of our website.
And probably the most interesting information we gleaned is that while most of you are very satisfied with our services, some of you are reluctant to refer us to your friends and family because you don’t want them to know you use a financial planner, or you do not know anyone who could benefit from our services.
If you haven’t completed your survey, we still welcome your feedback.