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Client Satisfaction Survey Results
Clients
state that it is only through open and honest communication flowing in
both directions, that Networth can ensure that our services and
solutions meet our client's needs and expectations. It is
through
the mutually beneficial relationship we continue to build together,
that we are able to fulfill our mission:
“To
achieve excellence in the creation, management and preservation of your
net worth.”
Here is some recent feedback we have received on
the value we bring to clients:
“Knowledge,
the educational aspect, I like to be ‘in the loop’ and to grow in my
knowledge and understanding of financial matters.”
“Statements and Reports are clear and
concise!”
“...keeping
us in the know and looking after our financial needs without
micro-managing.”
“...mind
to bounce questions/ideas off of and gain financial insight.”
Summarizing
some of the feedback we get:
- Networth
offers personalized, customized guidance tailored
to meet needs over a lifetime, but yet current and timely in the
present to take advantage of market changes to meet my financial goals.
- trust
and confidence in the experience and expertise of their
Networth advisor.
- When
asked about the exceptional services that Networth could provide,
many respondents had some difficulty offering recommendations. Clients
said
that the services that are being provided are already exceptional.
- Clients
expressed satisfaction with the Networth service approach from initial
contact through to the recommendation meeting and on a continuous
basis. Clients and non-clients indicated high levels of approval for
Networth's professional appearance and approach.
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We
would like to thank clients like Sheila Bradley, who have taken the
time to share their perspective and expertise to assist us in making
improvements, including our new Pre Agenda form, sent out in advance of
meetings to capture questions and input, as well as, our
revised
and soon to be relaunched Client Satisfaction Survey.
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Networth's Open House and Barbeque
We
hosted an old fashioned family picnic at historic Heritage Park, right
here in Calgary. We could not have ordered a better day. The sun was
shining, there was no wind and the food and festivities were plentiful.
But most importantly, the participants all had a great time, young and
young at heart alike.
We at Networth have an extended family; which is all of you. We greatly
enjoyed the laughter, excitement, binding of family values and the
bringing together of friends to enjoy the festivities. We would like to
share with you some of the memorable moments that were created.
From
our family to yours, we thank you for allowing us to be part of your
lives and we look forward to seeing you at our next event.
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