Jul 11

2013 Rockbridge Survey and Company Updates

by Geoff Wells

First and foremost, we would like to thank everyone who participated in our 2013 Client Survey.  We are constantly looking for ways to improve our business and services, and we greatly value your feedback.

For those of you who didn’t get an opportunity to take the survey, I will summarize the results of each of the three sections.  The full results of the survey can be found here: 2013 Client Survey Results.

Rockbridge Quarterly Performance Reports

The majority of survey participants responded that our quarterly statements contained the right amount of information without being overwhelming.

Client Communication Channels

In general, more and more clients are using electronic communications and social media (Facebook, LinkedIn, etc.).  We continue to spend a great deal of time updating and maintaining our website and blog to keep clients up to date.  Unfortunately, we have not made clients aware of the updates, so we plan on increasing that communication in the near future.

Rockbridge Growth

A majority of clients stated that Rockbridge’s most valuable service was to provide unbiased financial advice.  We were quite happy with this response as it is our primary goal as financial professionals.  The survey also showed that clients do recommend Rockbridge to friends, family and colleagues; however, explaining the benefits of Rockbridge can be difficult to describe.

Upcoming Actions

With the survey feedback, we are in the process of implementing a few improvements.

To help clients see all of our new website/blog content, we plan on starting a new monthly email with all Rockbridge updates and key articles.  With the relentless 24-hour financial news coverage, we hope to help clients sift through the noise and highlight the topics that are valuable and important.

We are also increasing our online and social media presence.  Starting in 2014, we will have a completely new website design with video to help clarify the benefits of Rockbridge to both current and future clients.  In addition, we plan on sharing all blog articles and Rockbridge updates on both Facebook and LinkedIn.   If you haven’t visited us online, here are links to our content.  Website, Facebook, and LinkedIn.  With electronic mail, our website and social media, we hope to increase our client engagement and improve our communication above and beyond the traditional paper mail statements, phone calls and in-person meetings.

Last but not least, we are growing and our current office location is no longer big enough to support our staff and clients.  We have signed a new lease for an office at 220 Warren St. which is a half block away from our current location.  We are extremely excited about our new location and will keep everyone up to date on the progress in the near future.  In addition, we felt that a new location goes along with a new logo.  A sneak peak of our new branding can be seen below.

Thank you again for your participation, and please feel free to contact us with additional ways we can make your experience with Rockbridge a better one!

About the Author

Geoff Wells is a Certified Financial Planner at Rockbridge Investment Management. “My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.” Geoff is a graduate of the CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University Finance (M.S.) and MBA, Kelley School of Business, Indiana University, with a Mechanical Engineering (B.S.), University at Buffalo.
Learn more and/or Contact Geoff


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