Client Satisfaction Survey
Please rate the financial advisor on the following criteria:
Excellent
Good
Fair
Poor
Very Poor
Not Applicable
Clarity and understanding of your financial goals
Tailored solutions to your needs
Communication and responsiveness
Quality of financial advice provided
Timeliness in addressing your financial concerns
Knowledge and expertise
All aspects of my financial needs are being addressed
Please rate [Your Financial Advisory Firm] on the following criteria:
Excellent
Good
Fair
Poor
Very Poor
Not applicable
Clarity and transparency of fees and charges:
Accessibility and convenience of our services
The fee for the services you receive is of value
The results I am getting
How would you rate the performance of your investments under our advisory?
Excellent
Good
Satisfactory
Needs Improvement
Unsatisfactory
How satisfied are you overall with the services provided to you by [Your Financial Advisory Firm]?
Completely satisfied
Mostly satisfied
Somewhat satisfied
Neither satisfied nor dissatisfied
Somewhat dissatisfied
Mostly dissatisfied
Completely dissatisfied
What did you like most about your interaction with [Your Financial Advisory Firm]?
What areas do you think we could improve upon?
On a scale of 0 to 10, how likely are you to recommend [Financial Advisor Firm Name] to a friend or colleague? (0 being not likely at all, 10 being extremely likely)
0
1
2
3
4
5
6
7
8
9
10
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