Wealth Advisors
Understand what clients value, what builds their trust, how they make decisions, and how they describe your practice to others.Â
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I had Gap Management contact my clients to get their opinions. The results were very helpful: who had problems and why; and why all the others were so loyal. I learned things that clients didn’t tell me directly.
Belinda Lyons
CPA, CMA Lyons & Company
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He is thorough, detailed, and provided an extensive report based on our needs which enabled us to evaluate how to proceed with information we received. I would recommend him for all your survey and reporting needs.
Richard Carson
Marketing Manager
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I would also say that Francis’s inquiries and conversations revealed blind spots that, once I was aware of them, identified areas to engage my clients more deeply, provide more value and have even greater impact. In addition, I have identified ways to up-sell and cross-sell my services in a more confident manner based on the value and positive results they have on my clients personally and for their organization.
The result is I can bring even more of my strengths, talents and abilities to bear for the benefit of my clients.
Ralph Kison
President, Kison Inc.
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I hired him to provide a report on what my coaching clients thought about my practice. Through a guided and robust process, I was able to select some great questions, and link him to the clients we identified as important to survey.
His high level of support and communication made it easy and quick. My clients enjoyed their call with him and many reported that they felt honoured to be asked to participate. The results of the survey were compiled into a report that contained not only the content of their answers, but also included detailed and insightful analysis of their responses. He broke out the statements I could use as testimonials and gave some great key words to use in future sales and marketing.
I discovered some things about my coaching and how my clients experience it that I would never have guessed. Francis’ deep experience and knowledge created value every step of the way.
I would trust Francis with my clients again and have recommended his services to a number of my clients for their benefit.
Ron Loewen
MA, Head Guide at Loewen Coaching
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We are prepared now to grow with what he has established for Lone Star Industries. We have an enhanced market position.
As president of the company, I couldn’t be happier. We are very pleased because he met every expectation we had.
Glenn Strange
Lone Star Industries
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The reinforcement of what I already knew and the expanded information on what we think we knew and hoped we knew really put clarity into our business and how we can go forward with new customers and how we can get best value out of old customers.
The personal feedback has been great for development and the partnership and inside the business. So I think this service ticks enough boxes of personal value, business value and straight data that it would be a no brainer for anybody to make use of it.
Mike Thomas
Partner, SolarNinjas Energy Solutions
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This includes local organizations for networking, a checklist to make sure the networking is effective and even ideas for the clinic’s website to attract more patients, including parents of young children. These all make the move here much easier and get my career growth on track faster. This has opened my eyes to doing Dental Practice Marketing.
Dr. Wenyan Qiu
DDS
What You Learn & Receive
Both Wealth Advisor Trust Report packages begin with confidential client interviews. The depth of the analysis and the practical deliverables depend on your practice’s priorities and the scope we agree together.
Testimonials
Client testimonials with permission to use publicly.
Client Stories & Experiences
Common stories about trust, advice and the client relationship.
Client Language
Words and phrases clients use to describe trust, confidence and value.
Decision Making
How clients choose, trust and stay with an advisor.
Client & Family Segment Needs
Stated needs of important client and family segments.
Recurring Service Irritants
Communication and service issues mentioned by multiple clients.
Competitive Positioning
Memorable differences clients perceive compared with other advisory firms.
Preferred Client Relationships
Differences between preferred and average client relationships.
Competitive Intelligence
How clients describe other advisors and advisory alternatives.
Content & Communications
Communication formats and content clients and families value most.
Choose the level of client evidence you need
Wealth Advisors Trust Report - Basic
10 client interviews
A focused read on how your current clients see your firm, set against how the top regarded Wealth Advisor firms in your area are perceived, so you know where you are strong and where you are exposed.
- 10 confidential client phone interviews
- Comparison against top local Wealth Advisor firm reputations
- Client testimonials & stories, with permission to use
- Key issues and loyalty drivers identified
Starting at $2,500
Illustrative scope range: $2,500 – $4,000
Wealth Advisors Trust Report - Advanced
25 client interviews
A deeper cohort across your full client base, segmented so you can see how different types of clients experience your firm differently, plus the same local competitive benchmark.
- 25 confidential client phone interviews
- Clear client segments, each with its own profile
- Common narratives and stated needs by segment
- Comparison against top local Wealth Advisor firm reputations
- Everything in the basic package
Starting at $7,500
Illustrative scope range: $7,500 – $9,000
Which package fits your practice?
A quick side by side. If you are not sure, a 15 minute call will settle it faster than reading the fine print.
| What's included | Core Benchmark | Expanded |
|---|---|---|
| Client interviews | 10 | 25 |
| Comparison vs firms similar to yours | Included | Included |
| Client segmentation | Not broken out | Distinct segments profiled with sample actual quotes from clients in identified segment. Those sample quotes demonstrate the motivations and feelings of current clients. |
| Common narratives by segment | — | Included |
| Stated needs by segment | — | Included |
| Testimonials & usable stories | Included | Included |
Not sure which scope fits?
A 30 minute call is enough to map your client base and recommend the right package.
See what a Wealth Advisor Trust Report actually looks like
Get a sample Report by email, real structure, real findings, client details removed.
Your client relationships remain yours
- Your client list is confidential and remains your property.
- Your practice invites its own clients.
- No contact outside the agreed project.
- Publishing any comment or story requires separate, explicit permission.
Recording, storage, analysis method, access and retention are agreed on before work begins. Any particular security requirements your professional practice needs to follow should be addressed before client information is obtained and shared.
FAQs
How is the Wealth Advisors Trust Report different from a survey?
A survey generally asks many people standardized questions and produces numerical responses. The Wealth Advisors Trust Report is based primarily on detailed individual conversations, the interviewer can ask follow-up questions, explore unexpected issues, and understand the reasoning behind a client’s answer.
How does the Wealth Advisors Trust Report relate to the FAR Report?
The Wealth Advisors Trust Report applies Gap Management’s Feedback And Reputation research method. The questions, analysis and reporting focus on how Wealth Advisors clients choose, experience, recommend and reconsider their relationships.
Does "25 interviews" mean 25 invitations?
No. The number refers to completed interviews, not merely invitations, calls or attempted contacts.
Who decides which clients are interviewed?
Gap Management and the Wealth Advisor agree on the approach together. The objective is a useful cross section rather than selecting only clients expected to provide compliments. Former clients may also be included when their experience is relevant.
Will negative comments be included?
Yes. The purpose of the research is to provide reliable guidance, so positive findings, concerns, disappointments, relationship risks and opportunities can all be important.
Do the Wealth Advisors know which client made each comment?
Confidentiality arrangements are explained before the interviews begin. Some comments may be attributed when the interviewee gives permission; other findings may be reported without identifying the person who provided them.
Are testimonials guaranteed?
No, about 2/3 of interviewees / decision makers do give permission for their positive comments to be used publicly, usually with their name.
Can our marketing agency use the Report?
Yes, in many cases this is one of the most valuable applications. The agency can use the evidence, approved stories, client language and more.
Are there additional mandatory fees?
No mandatory administration or report production fees are added to the agreed project price. Applicable taxes and any optional work approved outside the original scope are additional.
Start with a conversation, not a commitment
Tell us what your practice would most like to understand about its clients. Together, we can identify the appropriate interview scope and useful deliverables.
All fees are in Canadian dollars. Applicable taxes are additional. Any work outside the agreed scope is quoted and approved before it is undertaken