Client Bill of Rights

Network Members share a common standard of client care which is reflected in our Client Bill of Rights. Members agree to follow this standard or endanger their continued association. This common high quality standard allows members to feel good about the treatment their referrals will receive.

  • You have the right to expect Network members to put your interests first.
  • You have the right to fee transparency.
  • You have the right to expect phone calls and correspondence be responded to within 24-48 hours.
  • You have the right to expect client service issues be handled in a courteous, responsive and timely manner.
  • You have the right to expect exceptional service consistent with our appreciation of you as a client.
  • You have the right to be protected against our mistakes.  They don’t happen very often but when they do, we pledge to fix them with no exposure to you.
  • You have the right to direct and clear answers to your questions.
  • You have the right to expect that we will embrace industry innovation.
  • You have the right to be educated and informed without sales pressure.
  • You have the right to confidentiality and privacy, including protecting your information on our computers and networks.