New Account Experience

On a scale of 0 to 10, please rate your overall experience with the new account creation process, where 0 is extremely dissatisfied and 10 is extremely satisfied.
How did you hear about our financial advisory firm?
Why did you choose our firm for your new account needs? (Select all that apply)
How would you rate the following aspect throughout the new account opening process?
Excellent Good Fair Poor Very Poor N/A (not applicable)
Timeliness of communication
The support provided by the team
The clarity of information provided to you during the account opening process:
Assistance and guidance to help you make informed decisions during the account opening process?
Interactions you had with your financial advisor
The friendliness and professionalism of our staff
Please answer the following.
Yes No Not Sure
Were your queries and concerns addressed promptly and to your satisfaction?
Have you received valuable investment advice from our financial advisors after opening your account?
Did you receive adequate information and guidance regarding the various investment opportunities available to you?
Were the risks associated with different investment options explained to you in a clear and understandable manner?
Do you feel that our financial advice aligns with your financial goals and risk tolerance?
Please share any specific challenges or difficulties you encountered during the account creation process (if any)
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)
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