FUNDAMENTAL #2: DELIVER LEGENDARY SERVICE
STRIVING FOR LEGENDARY EXPERIENCES We strive to make every interaction we have with you a legendary experience. Each plan we craft is structured around your specific needs. You benefit from real advice rooted in data. Once your plan is in place, you can expect regular communication from your advisor team …
SO YOU CAN
TRUST THAT YOUR
PRIORITIES ARE OUR PRIORITIES. *The Net Promoter Score is a result of an incentivized survey by HORAN, conducted in 2021 by the Mower Agency, in researching customer satisfaction. The target audience for this survey included current HORAN clients and potential clients. The survey asked respondents to rank how likely they would be to recommend HORAN and six other regional firms. According to Retently's 2021 Net Promoter Benchmarking study, 56 is an average Net Promoter Score for Financial Services Firms. HORAN Wealth Management, an SEC Registered Investment Advisor
HORAN remains committed to proactively educating clients, partners and friends of the firm on timely and relevant topics. We focus on delivering industry-related educational opportunities to help clients make more-informed decisions related to achieving their individual and business goals. HORAN Wealth's net promoter score is 69—surpassing almost all other regional financial firms.*