This is to certify that CJM Wealth Management continues to be one of the leading firms in the Financial Planners & Advisers Industry, having achieved the following scores as gathered by Client Heartbeat, an independent survey tool for service based businesses. These results were gathered across CJM Wealth Management's entire customer base, surveyed using the questions outlined below (out of 10).
Intelligently identify customers that are at risk of leaving you.
Compare your performance to others in your industy.
Leverage existing customers to drive high quality leads through referral marketing.