12 juin 2019
Réponse de First Command Financial Services
7yThank you for sharing your feedback with us. We appreciate your positive comments as well as constructive suggestions for improvement. Please know that we do share your belief in the importance of building meaningful relationships with our clients. We teach Advisors to coach our clients to become financially disciplined and confident in their pursuit of financial security. Our approach is not to focus on the sale of any particular type of financial product. Rather, we recommend financial products to address the spectrum of issues that clients face. Those issues include risk management (insurance), cash management (banking) and investments to achieve long-term goals including retirement. In this way we strive to embrace the highest ethical standards and best practices of the financial services industry. We recognize that the best way to build and sustain a client-first culture is to establish consistency throughout our organization. I will share your comments with leadership so we can continue to bring positive change to First Command.