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Top Tier Client Experience Award | First Command

RESPECTED. TRUSTED. CONFIDENT.

These are the three words clients more often use to describe the relationship with their Advisors based on client surveys.¹ First Command clients rate their confidence in achieving their financial goals at 4.7 out of 5.²

OUR CLIENT FOCUS

Recognizing Excellence in Every Client Experience

The Top Tier Client Experience Award recognizes Advisors who consistently deliver exceptional value, based on a balance of client-focused goals and coaching feedback.

Award Criteria

The Top Tier Client Experience Award is based on four key measures drawn from client surveys and service-based performance: overall experience, Advisor engagement, client sentiment, and client profile completion.

Top Tier Benchmark

Combined performance across these measures determines the benchmark for Top Tier Client Experience Award recognition, reflecting both subjective and objective data.

Measuring What Matters

The Top Tier Client Experience Award recognizes Advisors who consistently deliver exceptional value, based on a balance of operational data and client feedback. Score from our four distinct measures form the overall metric used to set benchmarks for the Top Tier Client for the Top Tier Client Experience Award. These measures draw on Client survey results¹ reflecting overall experience, Advisor engagement, sentiment, and file completion.

Top Tier by the Numbers

A Higher Standard of Client Experience