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Client
Satisfaction
What’s the best way to evaluate an advisor?
Simple. Evaluate their current clients’ satisfaction.
Here are a few facts about the client-base at The Retirement Planning Group:
Client Retention Rate: 99.2%*
Clients that feel advisor clearly understands financial goals: 98%**
Clients that are confident in the knowledge and skills of advisors: 98%**
Clients that feel messages are returned promptly by advisor: 99%**
Clients that are comfortable referring friends, family, and colleagues: 100%**
Clients that feel advisors care about more than just their investments: 98%**
*Per Schwab 2007 RIA Benchmarking Study
**Results of 2006 client survey
