What Our Client Advisory Board Taught Us

Published by Taylor Financial Group

On October 13, 2016, we held our Annual Client Advisory Board (CAB) Luncheon, where we gathered with a small group of our valued clients to solicit critical feedback and discuss our plans for the future.

Every year, our CAB meeting is different in many ways and the same in some ways, but this year was special!  The feedback was incredibly candid and everyone had a great level of input.  No one was shy! And, for that, we are extremely grateful.  Without these clients who take the time to participate year after year, we would not have the insight we need to continue to better serve our clients in all aspects of the business.

In the spirit of transparency, we want to share some highlights of the meeting.

New Account Access & Logins

It seems the new logins for account access have been, at times, confusing and/or difficult to navigate. We want to make sure every one of our clients understands how to access their accounts and how to navigate through the different views and reports available to them.  If you have had trouble accessing your accounts, please contact our office.  We are offering one-on-one tutorials, where we will review accessing your accounts through our website, as well as navigating your accounts using the Client Experience Optimizer (C.E.O) a.k.a. Orion, WealthMatch, LPL Financial, and TD Ameritrade.


We are also working on developing a webinar for clients to participate in at their leisure.  More information regarding all training options will be communicated to you in a future email.

Client Communications

We also discussed the various forms of communication that we currently use to connect with our clients.  To name a few, we reviewed The Week Ahead (our weekly newsletter), The Monthly Planning Letter, our new blog on our website, as well as our various social media outlets.  The main thing that we learned on this topic is that different clients like different types of communications.  Some like quick and brief emails, some like extensive and detailed content, some enjoy video communications, and others prefer to seek out the info they want on their own.  We will try to address the desires of all our clients by revamping and broadening our communication styles to provide something for everyone.  Stay tuned for new, polished communications coming soon.  And be sure to give us your feedback on things you like and dislike.


Service Offerings

Some CAB members pointed out that they didn’t feel clients were aware of all the services we provide.  For instance, one member noted that they were clueless about the fact that we could help them with obtaining the paperwork from a bank or lender and steps necessary to obtain a line of credit when they were purchasing a home recently.  The matter was mentioned during a telephone conversation with Steve, our Associate Wealth Advisor, which allowed us to offer assistance.  They, otherwise, would have gone elsewhere.  Likewise, another member noted that she wasn’t aware we could assist with Medicare enrollment until she came across one of our Monthly Planning Letters on the matter.

While we have tried to communicate the many ways we can service you, including our Financial Future Planning Chart, which maps out the many areas we can assist in, we now feel we can do a better job of demonstrating how we can help you.  To that end, in the next couple of weeks, we will be working on communicating these services to you better.  In the meantime, if you think we may be able to assist you with something (or even if you don’t), just ask.  Chances are, we can!

So, what did we get out of CAB this year?  Communication, communication, communication! There seems to be nothing more important than to maintain proper and effective communication with our clients.  And that’s exactly what we intend to do.

Please do not hesitate to call us with any questions or feedback.  We truly want to hear from you.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss. Investing involves risk including loss of principal.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC a Registered Investment Advisor. LPL Financial is under separate ownership from any other named entity.

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