Your browser does not support JavaScript
 

Blog & News

Results From Our 2016 Client Survey
Posted By:  Rob Siegmann MBA
Wednesday, December 21, 2016

By Rob Siegmann, MBA, Partner and Chief Operating Officer

We feel so blessed to have such great clients who shared feedback on the services and benefits they valued most.

In November, we had 151 responses to the total 325 requests sent to clients, with an aggregate satisfaction score of 4.7 (of 5). We’re pleased to have great feedback, but more pleased to have insightful suggestions on how we can improve the experience of our clients.

Results From Our 2016 Client Survey

Client feedback is vital to our core value of continual improvement. Our team enjoyed reading all of the client comments, and after extensive internal discussions, we look forward to making the following improvements in the coming year::
  • Enhancing investment report options
  • Offering a more proactive communication plan and structured schedule for review meetingsEmbracing e-signature technology to make it easier to do business with us
  • Provide more awareness and guidance on using our client portal and mobile app as enhancements are introduced
  • Hosting more client appreciation and educational events
We will keep our clients and friends updated on the development of the above improvements throughout 2017. Thanks again for your trust, your confidence, and the opportunity to serve you and your family.



 
 
Subscribe To Our Blog

Blog Categories

  • Business Owners
  • Charitable Planning
  • Client Experience
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Firm Updates
    • 06/11/2018 - Shred Day 2018
    • 12/11/2017 - 2017 Best Place to Work
    • 11/13/2017 - Holiday Open House 2017
    • 08/04/2017 - A Fee-Only Fiduciary for all W
    • 07/21/2017 - Total Wealth Planning Named Go
    • 06/21/2017 - Total Wealth Planning Welcomes
    • 03/20/2017 - Total Wealth Planning Sponsors
    • 12/21/2016 - Results From Our 2016 Client S
  • In the News
  • Investments & Market Updates
  • Net Worth
  • Retirement Planning
  • Security & Privacy
  • Taxes
 
 

WE'VE BEEN LISTENING
FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.
 
Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

WEALTH-BUILDING FAMILIES

RETIREES

BUSINESS OWNERS
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

   
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
AdvisoryHQ Top in Cincy Ranking 2019
Tuesday, July 9, 2019


SEE MORE >

Follow us on Google+
Blog & News
Follow us on Twitter
Find us on Facebook
DISCLOSURES | COPYRIGHT © 2019. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
GET STARTED
READY TO
GET STARTED?