NOTES ON PEOPLE (02/14/99)

NOTES ON PEOPLE

Financial adviser receives high marks

MUNSTER, Ind. - Marta N. Shuya, financial advisor with the Merrillville office of American Express Financial Advisors (AEFA), has received high scores from her clients for the quality of service she provides.

On January 20 Ms. Shuya received ratings provided by her clients who responded to a client satisfaction survey. The company initiated this nationwide survey of clients in 1998. AEFA is one of the few companies in the financial planning industry that surveys clients on a regular basis as to their satisfaction with their financial advisor. Clients rank their advisor on seven key "behaviors," some of which include product knowledge, responsiveness and representing clients' best interests.

1998 marks the fifth year AEFA has conducted the national survey of its clients. Eighty-six percent of AEFA clients rated their advisor by checking one of the top two boxes (on a 7-point scale) on the survey (the top box indicating "very satisfied").

Ms. Shuya has been an advisor with AEFA for eight years and is a member of UNA Branch 452.

| Home Page |