Fact #1 – Independent Client Satisfaction Survey
In a 2008 survey an
independent consultant firm conducted a double-blind survey of Money
Matters clientele. Almost 80% of Money Matters’ clients responded to the
survey, a notably high participation rate. Here are excerpts from their
report.
- 95% of the survey respondents Strongly Agreed with
the statement “Responds to my calls and emails in a timely manner.”
- 95% of the survey respondents either Strongly Agreed or Agreed that
Money Matters’ verbal communications are clear.
- 95% of the
survey respondents either Strong Agreed or Agreed that Money Matters is
helping them make the right financial decisions.
- 77% of the
survey respondents agreed that the fees for services are reasonable.
- 100% of the survey respondents agreed that Money Matters is helping
them make better decisions than if they were to do things on their own.
- 100% of the survey respondents indicated that they would recommend
Money Matters to others.
Fact #2 – Client Retention Statistics
Over
90% of our clients stay with us. Many client engagements, such as
comprehensive financial plans, are one-time projects. Others move out of
the area, pass away or no longer are in business. From time to time, we
tell a client that they no longer need our services or our services are
no longer cost-effectiveness. Out of about six dozen clients, we only
know of a half dozen who were not satisfied. Based upon billings, 8
years is the average length of time our current clients have been with
us. In fact, we continue to serve our first client from June 1998 to
today.
Fact #3 – 2009 FIVE STAR Best in Client Satisfaction
Wealth Manager
Mpls St. Paul Magazine and Twin Cities Business
conduct several surveys of their readership to select top-rated
professionals. They survey “wealth managers”, which includes a broad
range of insurance agents, bankers, stockbrokers, financial advisors,
attorneys, accountants and so on. Rod – along with others – was listed
as 2009 FIVE STAR Best in Client Satisfaction.
