Kehoe Financial Advisors Named Five Star Best
Congratulations On Being Named A
 2008 “FIVE STAR: BEST IN CLIENT SATISFACTION WEALTH MANAGERSM” BY CINCINNATI MAGAZINE
Three-step financial consulting process earns local business high rating
Cincinnati, OH October 1, 2008—Steven Kehoe of Kehoe Financial Advisors, LLC has been selected as a Five Star: Best in Client Satisfaction Wealth Managersm for 2008 by Cincinnati Magazine.
Kehoe Financial Advisors has been in operation for 25 years, working in three main areas: consulting, investments and insurance. From its inception, the foundation of this company has been problem solving for clients. “Our success is based on a 3-step consultation process we use with every client—whether it be a multi-employee business, a family or an individual,” states Steve Kehoe, President and CEO of Kehoe Financial Advisors.
“Our first step is an initial assessment meeting. By asking the client questions and listening, we often learn about their problems and objectives. Our second step is education. We provide our clients with knowledge on the available resources that can help them. The third and final step is guidance. We assist our clients in choosing the resource and solution that helps solve their situation,” explains Steve. “We strive to fix problems with tools that we have available, always explaining in depth the positives and negatives of any product. Because we represent more than 80 companies, we can give the client a broad, impartial view of what is available.”
“By listening, educating and guiding, Kehoe Financial Advisors is helping businesses, families and individuals reach their financial goals…THAT, is the most rewarding part of the business for me,” said Steve.
Kehoe Financial Advisors, LLC is a firm specializing in consulting, investment and insurance and is a member of National Financial Partners, an independent broker/dealer.
What Process was used to detemine the Five Star: Best In Client Satisfaction Wealth Managers
FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) Announced
Cincinnati, OH (October 1, 2008) - In the October issue of Cincinnati Magazine, the 2008 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) are announced. Cincinnati Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Cincinnati area. In February, Crescendo surveyed, by mail and phone 54,250 high-net-worth residents in the Cincinnati area and subscribers of Cincinnati Magazine. An additional 8,350 surveys were sent to leaders of financial service industry companies.
On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.
By March, stacks of surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered.
Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.
Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of knowledgeable individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.
The resulting list of 2008 FIVE STAR Wealth Managers is an elite group, representing less than 6 percent of the wealth managers in the Cincinnati area. Only 409 of the top-scoring wealth managers made this year’s list. We hope this list serves as a referral network for the 297,000 readers of Cincinnati Magazine. Is this list exhaustive? Of course not. There are undoubtedly many other excellent wealth managers who, for one reason or another, are not on this year’s list.
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As with any research or recognition program, it is important that we provide you the following declarations:
· The 2008 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
· The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
· The FIVE STAR Award is not indicative of the wealth manager's future performance.
· Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
· The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Cincinnati Magazine.
· Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
· For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.
Kind Regards,
FIVE STAR Marketing and Sales Team
Crescendo Business Services
RESEARCH DECLARATIONS:
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