Dear Mark,

Earlier this year, we asked for your feedback to help us better understand how we can continue to deliver an outstanding client experience. We want to extend our heartfelt thanks to those of you who took the time to complete our survey.

Your feedback is incredibly valuable to us.

We are pleased to share some key takeaways from the survey:

• You are concerned with geopolitical events and uncertainty, particularly given the results of the US Presidential election.

• You are interested in more communication around investments and the financial markets.

• You value timely responses from your Advisor and our Client Services team, and you would appreciate more proactive outreach from our advisors throughout the year.

Based on your feedback, we are taking the following steps to enhance your experience with us:

• Over the past six months, we have increased our communications around investments. We are proactively offering market commentary, especially around periods of heightened uncertainty. We are sharing webinar invitations from Kara Murphy, Chief Investment Officer of Kestra Investment Management and our long-time partner. And, we are about to roll out a recurring investment section in our quarterly newsletters. 

• We heard your feedback about more proactive outreach and timely responses. We appreciate the comments because they give us an opportunity to do better. We have increased our efforts to proactively email all clients in periods of increased market volatility so that you can better understand what these events mean for your financial plan.. And we have discussed expectations with our advisors on more timely responses. Not every question or inquiry can be resolved immediately, but you deserve an acknowledgment that your email has been received, that the issue is being addressed, and that our team will follow up as quickly as possible.

If you have questions about the above feedback or want to offer additional commentary, you may contact me any time. I am always open to hear how we are doing.

Your input is essential in helping us provide you with the best possible service.

All the best,

Mark Lingenfelter

Director of Employee & Client Experience 



Christopher Street Financial

475 Park Ave. South, Suite 2100

(between 31st & 32nd Streets)

New York, NY 10016

(212) 405-1604

www.christopherstreet.com

mlingenfelter@christopherstreet.com

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (“Kestra IS”). Investment advisory services offered through Kestra Advisory Services, LLC (“Kestra AS”). Christopher Street Financial, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures