Client Insights

Hockley Report

In 2016, The Latremoille Group contracted the services of Hockley Consulting to conduct an independent customer satisfaction program to gain insight into what clients value about working with the Latremoille Group and areas of improvement. Highlights from the Hockley Consulting Customer Insights Programme include:

  1. The overall level of client satisfaction is extremely high based on two very clear measures of client satisfaction:
    • Clients strongly identified Latremoille Group as their top advisor.
    • Clients will recommend the Latremoille Group 9.73 out of 10 times.
  2. Three service dimensions stood out as the most critical to clients when working with the Latremoille Group: trust, fully understanding goals, meeting performance expectations.
  3. The Latremoille Group is viewed as exceptionally well-coordinated, responsive and knowledgeable.
  4. Clients described the top three brand strengths as team concept, holistic approach and proactive planning.
  5. The Latremoille Group client interaction approach is considered exceptional at quickly building trust and maintaining a high level of trust over time.

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


  • "IS YOUR WEALTH WORKING FOR YOU?"
  • "WHEN LIFE EVENTS HAPPEN, WHAT HAPPENS TO YOUR WEALTH?"
  • "ARE YOU GETTING THE RIGHT ADVICE?"

Offering Insights to the many aspects of wealth management.

Susan Latremoille is an experienced source for journalists and available for media interviews and speaking engagements. Please contact Susan directly.