About
Our Vision
RateFA.com is a Web-based, adaptive client satisfaction web site that facilitates the identification of financial professionals, by specialty and location. Visitors simply identify the financial professional and complete a brief survey.
RateFA.com collects and disseminates this information with complete anonymity for the client. To prevent clients from repeatedly rating a financial professional and skewing the scores, RateFA.com allows clients to rate a particular financial professional only once every six months.
There's nothing else like RateFA.com.
RateFA.com is unique in that it measures and provides client satisfaction information about individual financial professionals. Other client-satisfaction reporting efforts focus on large systems, such as financial institutions. Individuals can select their financial professional based on other client's experiences, armed with information. It would be like asking friends for a recommendation – except you can obtain a far broader opinion than you could ever gather by a few friends.
In essence, RateFA.com serves as an extension of the clients experience and a complement to client-advocacy groups by providing relevant information to help people make informed decisions about their financial circumstances. In addition, the detailed information submitted by clients is available to help financial professionals improve their practices. By publishing the ratings, RateFA.com supports the financial profession by informing the public just how satisfied most clients really are with their financial professional.
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