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Solutions magazine, November | December 2006
Many Financial Planners turn to client surveys to gain a better understanding of their clients’ needs and to identify areas where they can improve services. In her article 13 Tips to Improve Your Client Survey, Nancy Opiela, a regular contributor to Solutions, an industry oriented publication produced by the Journal of Financial Planning, asked planners experienced in conducting client surveys to offer tips for making surveys worthwhile.  When asked what decisions he would like to make based on his research Gregory Gardner answered, “We invest tens of thousands of dollars a year on marketing and client-service projects.  We want to make sure that those are appreciated and valued by our top clients…Also, we want their opinion on new services we are thinking about adding.”

SMU Kickoff Sponsor, August 2006
The Gardner Group was the lead sponsor for the 2006 SMU Football Kickoff Luncheon that was held on August 16, 2006, with former Coach Forrest Gregg as the keynote speaker. Click here to read more.
 
Top firms named by Financial Advisor magazine, July 2006
The Gardner Group has been named to Financial Advisor magazine’s list of leading Registered Investment Advisory firms. The editors ranked firms based on total assets under management and the percentage of asset growth rate from 2004 to 2005. The firm grew by over 18% overall, while growth in assets-per-client was over 48%. Click here to see the article.
 
New Staff Added to Team, July 2006
Greg Gardner announced the addition of two new staff members to the firm. Victor Garza came on board in the spring of 2006 as Director of Operations. Jerad Romo joined the firm as Director of Client Services. Click here to read more.       

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