Client Opinion Survey

Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses, and communities through the power of personal relationships and professional advice. As part of our efforts to ensure that we achieve our vision, and to help us ensure the principle of Consumer Duty is embedded within our organisation, we conduct a regular Client Opinion Survey.

Overview

The goal of the survey is to monitor feedback regarding client satisfaction with the service that Raymond James provides, understand what is important to clients, and identify where improvements can be made.


We typically conduct a Client Opinion Survey every two years. The most recent survey was conducted in early 2022.

Survey highlights Video

Survey highlights

98%

of clients are satisfied or very satisfied with the service they receive from their Wealth Manager

98%

of clients are likely or very likely to continue using Raymond James

94%

of clients have said that their portfolios have performed in-line With or above expectations

99%

of clients see services as having either  fairgood or excellent value for money

93%

of clients were feel that Raymond James wealth managers provide a unique benefit that they wouldn’t find elsewhere.

72%

of clients are likely to recommend Raymond James (Net Promoter Score* = 66)

*A Net Promoter Score (NPS) is calculated by asking the question “On a scale of 0 to 10 where 0 means “Not at all likely to recommend” and 10 means “Extremely likely to recommend” how likely are you to recommend Raymond James to a colleague or friend?” Those that score 10 or 9 are classified as promoters and those that score less than 7 are classified as detractors. The score is calculated by the following formula = promoters % – detractors %, meaning that the score can range between -100 and 100.

It is important to note that using 7-8 as a passive rating within NPS is a very conservative measure.

What matters most to our clients overall?

If you would like to discuss your financial objectives with a Raymond James Wealth Manager, please use Find A Wealth Manager or contact our Client Support Team.

You may also be interested in