How do you know if the experience you provide your clients is working? Are you missing opportunities? Are you exceeding your clients’ needs? Would they refer you to a friend or colleague?
The best way to find out is to ask, using both an annual survey as well as regular Feedforward sessions.
With that in mind, we’d like your suggestions and insights on our Advisor Insights blog.

As we close in on 75 postings and 30,000 views, we decided it was time to let you be in charge for a week. No, we’re not asking you to start writing our blog for us but we would love to hear about what you like most about the blog and what topics you wish we would address.  We want to make sure we’re writing about what matters most to you.
There are only 4 questions so it will only take a minute. As always, if you have any thoughts, suggestions, feedback, please email us at
Click here to take the 4-Question Advisor Insights Survey.
Thanks so much!

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The material in this communication is provided solely as background information for registered investment advisors and is not intended for public use. Unauthorized copying, reproducing, duplicating, or transmitting of this material is prohibited. LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. IRN 15-183 (Exp 6/17)