First and foremost, we would like to thank everyone who participated in our 2013 Client Survey. We are constantly looking for ways to improve our business and services, and we greatly value your feedback.
For those of you who didn’t get an opportunity to take the survey, I will summarize the results of each of the three sections. The full results of the survey can be found here: 2013 Client Survey Results.
Rockbridge Quarterly Performance Reports
The majority of survey participants responded that our quarterly statements contained the right amount of information without being overwhelming.
Client Communication Channels
In general, more and more clients are using electronic communications and social media (Facebook, LinkedIn, etc.). We continue to spend a great deal of time updating and maintaining our website and blog to keep clients up to date. Unfortunately, we have not made clients aware of the updates, so we plan on increasing that communication in the near future.
A majority of clients stated that Rockbridge’s most valuable service was to provide unbiased financial advice. We were quite happy with this response as it is our primary goal as financial professionals. The survey also showed that clients do recommend Rockbridge to friends, family and colleagues; however, explaining the benefits of Rockbridge can be difficult to describe.
With the survey feedback, we are in the process of implementing a few improvements.
To help clients see all of our new website/blog content, we plan on starting a new monthly email with all Rockbridge updates and key articles. With the relentless 24-hour financial news coverage, we hope to help clients sift through the noise and highlight the topics that are valuable and important.
We are also increasing our online and social media presence. Starting in 2014, we will have a completely new website design with video to help clarify the benefits of Rockbridge to both current and future clients. In addition, we plan on sharing all blog articles and Rockbridge updates on both Facebook and LinkedIn. If you haven’t visited us online, here are links to our content. Website, Facebook, and LinkedIn. With electronic mail, our website and social media, we hope to increase our client engagement and improve our communication above and beyond the traditional paper mail statements, phone calls and in-person meetings.
Last but not least, we are growing and our current office location is no longer big enough to support our staff and clients. We have signed a new lease for an office at 220 Warren St. which is a half block away from our current location. We are extremely excited about our new location and will keep everyone up to date on the progress in the near future. In addition, we felt that a new location goes along with a new logo. A sneak peak of our new branding can be seen below.
Thank you again for your participation, and please feel free to contact us with additional ways we can make your experience with Rockbridge a better one!
Other articles filed under News
June 24, 2016
Believe me, we get it. After yesterday’s Brexit referendum and its startling outcome, it’s hard to view today’s news without feeling your stomach twist over what in the world is going on. Whenever the markets scream bloody murder, your instincts...
June 23, 2016
Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one point. Fortunately, it’s a point we’re happy to concede: Evidence-based...
June 16, 2016
Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you would think. A recent article in the Wall Street Journal...
June 13, 2016
Life insurance is often sold as a “one size fits all” product; it will serve as protection and as an investment account that will grow at an impressive interest rate. When you take the time to unwind these products, you...
June 1, 2016
A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results. The number of websites that promise to provide retirement or financial guidance in a short amount of time are plentiful. The real question...