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  • Writer's pictureLyle Greig

Discovering What Our Clients Really Think: Key Takeaways from our Recent Survey

Our recent client survey conducted by Business Health, known as a CatScan, has revealed some great results that highlight our commitment to providing exceptional service. We believe in building strong relationships with our clients, and we wanted to share this with anyone considering engaging our services.


The Numbers

Our results showed we are well above the national average, with an impressive overall score of 97% (compared to the national average of 85%). This places us in the top quartile across all key national benchmark areas, a clear indication of our commitment to our clients.


We are proud to say that 97% of clients expressed their willingness to refer us to their family and friends.

You can see below we have performed the CatScan Client Survey previously –

  • 2011 - 83% (4.14/ 5.00)

  • 2013 - 91% (4.55/5.00)

  • 2023 - 97% (4.87/5.00)

  • National Average of 85% (4.23/5.00)




Highlighting Our Strengths

We performed exceptionally well in crucial areas such as Business Relationship, Standard of Staff, Implementation of Solutions, and Financial Knowledge. These results reflect our expertise, dedication, and genuine desire to help clients achieve their financial goals. We believe that building strong relationships is the foundation for success.


Setting the Bar Higher

Our financial review process received particular praise, outperforming the national average by our highest margin. We take pride in conducting thorough Progress and Review Meetings to provide clients with the best possible guidance and support, ensuring that they have the information they need to make informed decisions.


Exploring the Breakdown

Here's a breakdown of our scores in the key benchmark areas, as rated by our valued clients:


  • Business Relationship – 98.6%

  • Standard of Staff – 98.2%

  • Implementation of Solutions – 98%

  • Financial Knowledge – 98%

  • Understanding – 97.8%

  • Communication – 97.6%

  • Financial Review Process – 97.6%

  • Professionalism of Practice – 96.8%

  • Range of Services – 94%


Moving Forward

At Living Financial Advice, we strive for continuous improvement. We value our clients’ feedback and insights, as they enable us to evolve our services and exceed expectations.


Conclusion

Our exceptional results in the Business Health CatScan client survey demonstrate our commitment to providing accessible and relatable financial advice. We are honoured to be our clients’ trusted partner.


Ready to embark on your financial journey? Reach out to us today and Book a Telephone Chat.

 

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