Client satisfaction – Score calculated based on client feedback via satisfaction survey conducted after annual review meetings.
Client retention- Score calculated based on total clients from 2015-2020 minus clients lost divided by total clients.  

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A new episode of the Wiser Wealth Roundtable podcast is now available! The team discusses how the coronavirus vaccine development and the election have driven the market results seen in November. Listen on Apple podcasts or our blog. https://conta.cc/37jx7ri

Find out what drives most financial advisors to switch firms in our latest blog by Casey T. Smith. https://wiserinvestor.com/why-advisors-switch-firms/

The Dow Jones Industrial Average hit a record high this week on news of multiple coronavirus vaccines. Brad Lyons, CFP® explains in today's blog. https://conta.cc/2Je3tLI

Are you contributing to a Health Savings Account (HSA)? The HSA is often an overlooked and underutilized savings vehicle. Matthews Barnett, CFP®,ChFC®,CLU® explains in our latest blog. @moneyguypro https://conta.cc/3nRRAdh

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