Client Advisory Board Meeting Recap

TFG Client Advisory Board Meeting 10/29/2018

On October 29th we held our annual Client Advisory Board and once again it was a great success! Our clients provided us with insightful feedback which we are excited to share with you (and which we intend to implement).


Our clients have made it known that our Website insights (including our blogs, market commentary and monthly newsletters) are a very insightful read that they all appreciate. We also discussed our newly inaugurated “Pet Blogs,” which discuss financial planning issues from the viewpoint of our pets (who happen to be really smart!) The Client Advisory Board also expressed great appreciation for our expertise in so many areas and our company’s transparency regarding our fees and services. They believe that it helps to create a trustworthy relationship.

The Board would like us to update them during times of market volatility, and we are working with our Compliance Department to provide more timely written communications. Furthermore, tariffs, algorithm trading, cyberattacks and overall market education is another priority the Board would like us to educate and communicate with them about, particularly through our weekly newsletters. The Board also asked that we send a survey asking about communication preferences so we can better customize our outreach. Stay tuned for our work in this area!

Client Events and Client Appreciation:

Going even further, the Board was grateful for the attention they receive, whether through phone calls, meetings, video chats, gifts or client events. They particularly liked the Holiday parties, baseball games and homemade holiday cookies. The Client Advisory Board liked the feeling of “community” and they asked that we continue to hold events and to “basically keep it coming!”

Giving Back:

The Board loved that TFG is holding educational workshops in local libraries, which we will continue. As a result of last year’s feedback from our Women’s Advisory Board, TFG created a Girl’s Who Code Club and we are underwriting and teaching the club on a weekly basis in Waldwick. Apparently, Girls Who Code is tremendously important to our clients, and the class has flourished significantly. As a result, the ongoing start-up of a new Girls Who Code Club is in full effect and we are looking for a second location in Asbury Park (hopefully). See the link here for more information [].

We so appreciate the time and energy of our Client Advisory Board. We look forward to our second annual Galentine’s Day Chat (aka Women’s Advisory Board) on Wednesday, February 13th at 5 pm in our offices. The Galentine’s Day Chat will then be followed by dinner at Café Panache. Ladies, I hope to see you there!

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