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"This is a wonderful service. Please feel free to use us as a reference for any other advisors, RIAs, and/or B/Ds that are out there that are thinking about using your services."
Craig Phillips CFP,Managing Partner of Client 1st Advisors
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September 2008 - Achieving No. 1 in Customer Experience Takes Effort
May 2008 - Deepening Client Relationships
April 2008 - Client Research in Action
October 2007 - The 'Unintended' Benefits of Client Research
May 2006 - The 3 A's of Customer Research: Ask, Analyze & Act
June 2005 - Voice of the Client Program: Give Your Clients a Role in Growing Your Business
March 2005 - 3 Aspects of Client Understanding Alll Firms Should Know