Client survey results

The graph below shows the percentage of people satisfied after they spoke to us.

Client Satisfaction Rate

Very satisfied: 62% | Satisfied: 12% | Undecided: 6% | Dissatisfied: 4% | Very Dissatisfied: 8%
*Client names have been changed to protect privacy

Client Feedback


Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Testing for other

Overall Satisfaction Level: Very Satisfied

's Feedback: testing...

Suggestion: testing...

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Other testing...

Overall Satisfaction Level: Very Satisfied

's Feedback: testing...going on

Suggestion: testing...going on

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Test other for Demo

Overall Satisfaction Level: Very Satisfied

's Feedback: testing going on..

Suggestion: testing going on..

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

's Feedback: testing going on

Suggestion: testing going on

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Testing for other demo user

Overall Satisfaction Level: Very Satisfied

's Feedback: testing going on

Suggestion: testing going on

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Testing for other new

Overall Satisfaction Level: Very Satisfied

's Feedback: testing going on...

Suggestion: testing going on...

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

's Feedback: testing...going on

Suggestion: testing...going on

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Testing for other...

Overall Satisfaction Level: Very Satisfied

's Feedback: testing...going on

Suggestion: testing...going on

Client LW*
profile pic

Financial Coach: Charles Johnson

Rated by client: 

Client Relationship Manager: Sandra Gibson

Rated by client: 

Preferred Contact Medium: They contacted me

Overall Satisfaction Level: Very Satisfied

LW's Feedback: Having trouble Loging in

Suggestion: none

Client *
profile pic

Financial Coach:

Rated by client: 

Client Relationship Manager:

Rated by client: 

Preferred Contact Medium: Testing for other new

Overall Satisfaction Level: Very Satisfied

's Feedback: testing....going on

Suggestion: testing....going on


BBB-A--Rating