Client Service Model
As Financial Professionals it is of our opinion that the industry we are associated with seems to lack consistency as it pertains to “client service” and all too often the question arises: “When will my advisor call?” With that in mind, the goal of our client service policy statement is to ensure that each client is developed and maintained with the highest level of professionalism and client service. But most importantly, that we and our staff as well, be held accountable by you, our client.
What should you expect when you maintain a partnership with us;
• All incoming client calls are returned by the end of the business day.
• All e-mail(s) are returned within 24hours.
• Clients are scheduled for minimum of two face to face meetings per year.
• All clients will be scheduled for minimum of two conference calls per year.
• Online access to view your portfolio.
• Quarterly news letter’s.
• Client appreciation events; Executive dining events, Golf outings etc.
• Personal technology assistance provided for setting up on line access.
• Open door policy.
What the expectation(s) of our clients;
• Develop and maintain a “partnership”.
• Return our calls within 24 hours.
• Return e-mails within 48hours.
• Maintain an open line of communication(s).
• Tell us when you don’t understand something.
• Provide referrals to expand organically.
Note; This client service policy statement was created with the intention to be developed over time with feedback from clients, so please offer any insight you may have so we may continue to evolve the client experience and offer the utmost level of service.