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Client satisfaction: Fulfilling promises

March 25, 2024 Article 1 min read
With over a century of experience, our legacy isn’t just our story — it’s a promise to our clients who count on us every day.

Each day, we help our clients navigate change, build better growth strategies, chart new territories, and reach new heights. Using an independent third-party vendor, we ask our clients if we’re delivering on our commitment to be an advisor they can count on. Here’s what they said.

The results from our most recent client satisfaction survey show why our clients count on us.

  • 96% of our clients agree that we deliver on our promises.
  • 94% of our clients would recommend us to others.
  • 96% of our clients reported that we exceed their expectations.

We attribute these results to the relationships we build and our dedication to:

  • Quality service. Because we take the time to get to know your business at a deeper level, we can anticipate your needs and assign the right professionals to meet them. And, through our “one-firm” firm model — which prioritizes client service by eliminating practice- or office-level profit centers — you receive the collective power of the entire firm. You’ll have easy access to the expertise you need, regardless of location.
  • Trust. We’re known for more than just technical excellence. We go beyond a professional transaction to provide a personal experience and build lasting relationships. Our clients know we’re looking out for them and can rely on our guidance through every stage of their growth.
  • Shared success. Our commitment to caring for our clients includes supporting those who rely on them. We look out for our clients’ interests by equipping them with specialized industry expertise to meet their specific goals. What’s more, we make sure they’re prepared to withstand the greatest business challenges of tomorrow, no matter what’s on the horizon.

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Ready for more? Reach out to see how we can support you and your organization, wherever the future takes you.

Source: Plante Moran’s rating is from our client satisfaction survey conducted by the CFI Group using the American Customer Satisfaction Index (ACSI) methodology. 

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