COGENT INVESTOR LOYALTY STUDY
The most meaningful measure of how well I’m serving my clients is whether I exceed their expectations in delivering the value and commitment they need to pursue their life and financial goals.
That’s why I wanted to share with you the news that LPL and its affiliated advisors, including me, were recently ranked No. 1 in customer loyalty among 21 leading financial distributor firms. It means a great deal for us to be part of a network that’s a recognized industry leader in providing quality personal service—and it’s an even greater honor that LPL has risen in these rankings in each of the past three years.
The rankings were among the findings in Investor Brand BuilderTM, a Cogent ReportsTM study released by Market Strategies International, in which 4,408 affluent investors nationwide were surveyed. *
The study explored the key aspects of client experience that drive investor loyalty. On each of the top 5 drivers of investor loyalty, LPL earned No. 1 rankings by exceeding client expectations in the following areas:
Quality of investment advice
Easy to do business with
Range of investment products and services
Retirement planning services
In addition, LPL ranked No. 1 in the likelihood of its investors recommending the firm and its advisors to their friends, families, and colleagues.
As an advisor affiliated with LPL Financial, I am proud of this recognition by investors of the value of the objective financial advice I offer to help clients pursue their goals, and of the innovative products and services my affiliation with LPL allows me to provide access to.
I appreciate the opportunity to partner with you, and I look forward to our continued work together. Thank you for your business.
To learn more about my services visit www.newpointewealth.com.
Derek Sabine, Owner and Wealth Advisor
Newpointe Wealth, LLC
This letter was prepared by LPL Financial LLC. This is not a recommendation to purchase, or an endorsement of, LPL Financial stock.
LPL Financial and Cogent are unaffiliated entities.
*Market Strategies International, Cogent Wealth Reports, “Investor Brand Builder™: Maximize Purchase Intent Among Investors and Expand Client Relationships,” November 2017. ABOUT THE REPORT: Market Strategies International’s Cogent Wealth Reports: Investor Brand Builder™ provides a holistic view of key trends affecting the affluent investor marketplace. The November 2017 report is based on a web survey of over 4,000 affluent investors, who hold $100,000 or more in investable assets. A total of n=82 LPL advisor clients were represented in the study. Customer Loyalty is based on how likely the participant would recommend each of their investment account companies to friends, family, or colleagues. Participants also evaluate their investment account companies using a 5-point rating scale across 10 aspects of client experience.