What is your typical procedure for on-boarding new clients?
We have new clients answer a questionnaire on their needs, goals, related successes and challenges. We review the questionnaire and assist to find answers as needed, and use as a basis to frame a plan of action, ways to assess results and set up monitoring.
Is your firm a long-term partner?
Yes, our firm builds long-term relationships to build our clients and know their business and goals well.
Do you have customer service?
Of course! Our friendly and knowledgeable account management is available to answer your questions 24/7/365.