2018 Client Satisfaction Report

In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry.

The aim of this survey was to help us better understand:

• How engaged with us our clients are;
• The value we’re providing in shaping your wealth;
• Your satisfaction with our service; and
• How we can do better.

In this report (click here) we’ll break these survey results down for you, outline the most significant findings, and discuss what this means for how we work with you.

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Free report

Your Financial Legacy Roadmap