At Mesirow Wealth Advisors, it is critical that we actively listen to our clients and that we act on what we hear as their needs and expectations change. Our goal is to listen at every opportunity and to always provide our clients with an exceptional experience. That said, we thought it would be prudent to do a quick check-in to see how we're doing.
Our client satisfaction survey was sent to all clients at the end of 2017, and we are very thankful that so many were willing to share their experiences with us. Here are some highlights from clients who completed the survey:
Confidence and trust that my advisor always puts my interests first.
Wealth advisor helps me understand if I am on track to achieve my goals.
Accessibility and responsiveness of my advisor or team.
Wealth advisor clearly communicates investment recommendations in a way that I can understand.
18% response rate
Good representation across how long they have been a client of Mesirow across wealth advisor teams
Thanks to all our clients who provided feedback and help us continually improve.