You are free to provide feedback at any time! If you have something to tell us, don’t hold back. You can speak with your local team or contact our client experience team directly. We will address your concerns and you are free to keep your feedback confidential if you prefer. Email us at email@example.com or call 1300 346 837 and ask for the Client Experience Team.
Many businesses send out surveys to their clients, for us, we genuinely care about the responses. In fact, they are the centerpiece to the program improvements we prioritise every quarter.
Every one of our clients are asked to provide their input into the way we offer our service in two ways.
This is a survey clients are asked to complete, generally via a tablet, in the office at the end of specific meetings. It is a short survey offered at the same time on our process to everyone and should take 2-5 minutes to complete.
When you are a new client and get close to the end of wrapping up the implementation of your financial plan.
For existing clients you are invited to participate after your annual progress meeting.
This survey is a more extensive survey. All of our clients who have received advice in the last 12 months, and for whom we have a subscribed email address will be invited to participate. In 2017, the survey is being run by The Beddoes Institute from 30th of March to 20th April. If you fit that bill and have not received your invitation to participate, send us an email and we will ensure you get a link.
We engage the Beddoes Institute to conduct our surveys for 3 main reasons.
We have a big dream to help 6,000 elated clients realise their goals and dreams.
Every one of those words are important to us and speak to the core of why we do what we do every day. The term ‘elated’ means we have a vision to be the best and to go beyond expectations of our clients. These surveys allow us to address the honest facts about how we are actually performing. The feedback we receive helps us to prioritise improvements and stay focused on the things that matter most to our clients.