We send a client survey every year, but this time, after a tough 2025 for all of us, the results hit differently.

What we found was that, in a year marked by twists, turns and uncertainty, you valued our steadiness and trusted our strategies. Our results showed we were the steady hand our partners could rely on.

I’m also incredibly proud to share that our Net Promoter Score jumped 11 points this year. We remain way (way) above the industry standard. But, as always, I want to show our work and dive deep. So here’s a closer look at what we learned from you in our survey this year. 

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