Client Experience Drives Team Growth

In his January Truepoint Viewpoint, our CEO and Founder, Michael J. Chasnoff, CFP®, emphasized our commitment to continually improving our client experience, and he mentioned that we would be launching several initiatives in 2014 to do just that. Now four months into the year, we are excited about the progress we’ve made, including upgrading the technology used by both our clients and employees, launching a new with refreshed content, and welcoming several new members to our team.

Importantly, the newly added employees – some of whom you may have “met” on Facebook and LinkedIn, in our Bulletin highlights or even in press mentions — bring greater depth and expertise to our team. As our client base steadily grows, it allows us to build an even stronger firm. In fact, over the last year, our staff has grown from 28 to 34 employees. As a result, Truepoint’s client-to-employee ratio is now 22:1, well below the industry average of 28:1. These comparative metrics provide a tangible measure of our commitment to an unsurpassed client experience.

Our hiring process is very intentional and strategic since we recognize that our people are the key to preserving Truepoint’s two greatest assets – our culture and reputation and to successfully achieving our vision and mission:

Vision

Reimagining wealth management as truly independent, intellectually honest and authentically personal.

Mission

Placing our clients first in proactively delivering unbiased advice, customized service and superior long-term results.

Not only do our new hires need to have top-notch technical skills, but they also must share our commitment to Truepoint’s client-centric approach. We have been fortunate in finding great people with impressive backgrounds and tremendous experience who also highly value what we do and the way we do it.

Hiring the right people, though, is only half of the equation. It is also essential that new team members are well-grounded in our culture, history, and the fundamentals of Truepoint’s unique approach to client service. We emphasize the Truepoint culture through a series of extensive orientation sessions and meetings with every member of the team to help them understand how individual contributions support our firm-wide mission.

These additions to the Truepoint team and recent technology updates have been guided by our vision and mission and designed to create a better experience for our clients. We trust that you’ll find them valuable and, as always, we look forward to your feedback as we continue to evaluate additional opportunities for the future.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.

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