We recently conducted a client satisfaction survey in which we asked our valued clients to rate Maximus Wealth Management in a number of areas that address principal drivers of client satisfaction:
We would like to thank those who participated for taking the time to complete the survey. Client feedback is invaluable to us as we continually strive to provide a high quality and consistent level of professional service to our clients. We intend conducting similar surveys each year.
Some highlights from the survey include:
- Our service to clients, quality of advice given and our review process all topped the list of what sets Maximus apart from other financial planning practices.
- The most important value delivered to our clients is our advisers’ ability to understand your requirements.
- Overall, clients view client service as our strongest service delivery characteristic.
- 86% of our clients said that they would be prepared to refer their Maximus adviser to friends and colleagues. A total of 49.85% said they have already done so.
In addition to providing feedback on the areas in which we excel, our clients also made sound suggestions on ways we can strengthen our client relationships.
We are grateful for your business, your willingness to share feedback with us, and your continued trust in Maximus Wealth Management.
Thank you again for your time and participation.