Year-End Survey

How long have you been using our services?
Please rate us on the following criteria.
Completely satisfied Mostly satisfied Somewhat satisfied Neither satisfied or dissatisfied Somewhat dissatisfied Mostly dissatisfied Completely dissatisfied
The advisor's ability to understand and prioritize your financial needs and goals
The advisor's ability to tailor solutions to your needs
The advisor's ability to explain complex financial concepts in a way that makes sense to you
The advisor's response time to your inquiries.
The advisor's ability to solve those inquiries.
The quality of the financial advice provided.
The communication frequency
The advisor's knowledgeable and experienced
The progress towards your financial goals.
Overall how satisfied are you with the value we have created this year?
What did you like most about your interaction with us?
In your opinion, what sets us apart from other financial advisors?
What is one thing your advisor could do differently to make your experience better in the coming year?
Would you like to receive a personal check in/update from your advisor?
What would be your preferred method for getting updates?
On a scale of 0 to 10, how likely are you to recommend [Your Financial Advisory Firm] to your friends, family or colleagues? (0 being not likely at all, 10 being extremely likely)
Is there someone you know who would be interested in our service? Please name a couple of persons with contact details.
May we contact you for further clarification or feedback regarding your responses?
Your Name
Email
Contact Number
*Contact 1:*
4. *Our business grows by spreading the good word. Do you know any friends or colleagues who may be in any of the following categories?*
- Has come into sudden money?
- Has had a baby?
- Is taking care of aging parents?
- Has lost a family member?
- Wants to plan a college fund for their children?
- Is planning for retirement?
- Needs assistance with estate planning?
  

Copyrights © 2026. All rights reserved.