>

Honest feedback thank you - Insurance, Retirement, Mortgages, Halifax, Nova Scotia, Canada

Go to content
Resources / Videos
Honest Feedback Thank you!

I asked for honest feedback and you responded.
Site before implementing feedback changes
When we clarify what you want to happen and help design a strategy to make it happen - finding money is usually involved. Technology does not change the building blocks of financial planning, it can, however, be leveraged to save time and find money sooner.
Background

This site originally was used as a resource that I would refer financial advisors and clients to for additional information. The site had been "scaled back"considerably, but needed a further update. First I did some basic marketing research, then made some changes on the design of a test site.

The next step was to ask people who were in my target market for feedback:

  • Within 10 years of retirement
  • Currently retired   
  • And/or self–employed of any age   

The Question

"In business, including the financial services world, trust is a big thing. Most people do not trust financial advisors because - well you know why.
People are sceptical and rightly so. Would you please put on your sceptical consumer hat and review this web page for me .
What questions are there that a consumer might have that I failed to address - or did not do so clearly enough?
Thank you really appreciate this"



The Feedback

Not only did you provide insightful "sceptical consumer" suggestions, but timely design feedback as well. I was overwhelmed.

I listened and have made numerous changes, of course the site will continue to evolve.

Honest feedback enables improvement. If you have a suggestion, please do not hesitate to let me know.

Thank you again.

Paul







NOTE:



Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in the article are not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.


J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
 Office (902) 405-8665 Email  paul@jpw.ca
Back to content