2024 Client Satisfaction Survey Results
Thank you to our clients who participated in the 2024 New Capital Client Satisfaction Survey. The data gathered from the responses provides us with valuable information regarding our services, operations, and professional relationships so that we can continue to improve for you.
Summary of Results
We are pleased to report that the survey indicates very high client satisfaction levels across all practice areas. Here is a summary of the results:
We experienced a 40% client household participation rate.
$920 was donated to selected charities including: Planned Parenthood Gulf Coast, 350.org, WildAid, Houston Food Bank, Houston Area Women's Center, Committee to Protect Journalists, UNICEF, Teach for America, Save The Children, Sandy Hook Promise, and Houston Habitat for Humanity.
New Capital’s services received the following ratings:
Financial Planning – 4.62/5
Advice – 4.75/5
Investment Management – 4.51/5
Administrative Services – 4.71/5
Meetings – 4.67/5
Service Partners – 4.45/5
Communication Tools – 4.43/5
Overall Value – 4.87/5
Net-Promoter Score
94% of respondents indicated that they are very likely to refer New Capital Management to a friend or colleague.
6% of respondents indicated that they are passive about referring New Capital Management to a friend or colleague.
0% of respondents indicated that they would not refer New Capital Management to a friend or colleague.
Every day, and in everything we do, we are constantly striving to exceed your expectations. Please contact us if there is any way we can improve our services to you, or if you know someone who might benefit from meeting with us. We welcome and appreciate introductions to your family, friends, and colleagues so that we might serve them as well.
Catherine Bahr