LD Lowe Wealth Advisory Recognized for the Fourth Consecutive Year Among Top Wealth Managers by Five Star Professional Firm ranks among only seven percent of Dallas-Fort Worth advisors who offer best client service
DALLAS, Aug. 28, 2013 /PRNewswire-iReach/ -- For the fourth year in a row, LD Lowe Wealth Advisory has received the Five Star Wealth Manager award, an honor which recognizes providers that offer outstanding client service.
Five Star Professional is an independent research firm that conducts the annual survey and publishes the results. The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. As part of the research process for the 2013 Five Star Wealth Manager program, firms and peers nominated award candidates (self-nominations were not accepted). Award candidates were then evaluated against 10 objective criteria to determine the 2013 Five Star Wealth Managers in more than 40 major markets.
LD Lowe Wealth Advisory was measured against 1,494 registered financial services professionals in the Dallas-Fort Worth region and honored among the top seven percent who offer the highest level of client service.
In past consumer research it has conducted and reported in Texas Monthly, Five Star Professional confirmed that consumers value good communication with their wealth managers. However, there was a gap between firm and client expectations in this area. LD Lowe confirmed this same information with its own client survey fielded by an independent research firm among its client base in 2007.
"Following our first client survey, we worked diligently to improve our communication with our clients," said Lloyd Lowe Sr., founder and CEO of LD Lowe Wealth Advisory. "We launched a real-time, online portal, established a system whereby we meet four times per year with clients, and created a monthly newsletter and quarterly market report that we send to clients via email. I also personally update our clients when there are significant movements in the market which are impacting our portfolios."
LD Lowe Wealth Advisory's commitment to improving the client experience was validated when the firm's score on its subsequent client survey, conducted in 2012, reached 4.9 out of a possible 5 in overall satisfaction.
The results of the Five Star Professional award rankings are reported in the August 2013 issue of Texas Monthly.
About LD Lowe Wealth Advisory
LD Lowe Wealth Advisory serves the greater Dallas-Fort Worth area and has been partnering with clients to help fulfill their dreams for more than 20 years. For more information, please visit www.ldloweplan.com. LD Lowe Wealth Advisory is a Registered Investment Advisor.
Media Contact: Gayle Goodman, Goodman Lynch Communications, 214.415.9694, email@example.com
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SOURCE LD Lowe Wealth Advisory