The Surroundup

B-SIDE: PLEASE COMPLETE THE CLIENT SURVEY!

  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • March 26, 2024

Image of a person's hands holding a clipboard with "Share your voice" in large bold letters printed on a white piece of paper.

The Client Survey is coming to your inboxes on April 25th

This is a very important exercise conducted by leading client research company Absolute Engagement, giving us critical feedback on our ability to delivery on what you deem most important.

Please participate by completing the survey. It only takes about 7 minutes to answer and provides us with a deep understanding of what you are most interested in learning about from us.