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Customer Feedback Form - Rerass Wealth
We value your time and trust. Please take 2 minutes to share your experience with us so we can serve you better.
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Email
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Record my email address with my response
Name
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Your answer
Phone
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Your answer
City / State
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Your answer
How did you first hear about us?
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Referral
Social Media
Online Search
In-person Meeting
Other:
Which services have you used with us?
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Mutual Fund Recommendations
Portfolio Rebalancing
SIP Setup & Tracking
Retirement Planning
Children’s Education Planning
Other:
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How satisfied are you with the following?
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Very Satisfied
Satisfied
Neutral
Unsatisfied
Very Unsatisfied
Communication & Responsiveness
Quality of Advice
Ease of Investment Process
Transparency & Disclosure
Digital Tools / Reports
Very Satisfied
Satisfied
Neutral
Unsatisfied
Very Unsatisfied
Communication & Responsiveness
Quality of Advice
Ease of Investment Process
Transparency & Disclosure
Digital Tools / Reports
How confident do you feel about your investments after working with us?
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1
2
3
4
5
What is one thing we’re doing well?
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Your answer
What is one thing we could improve?
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Your answer
Would you recommend us to your friends/family?
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Yes
No
Maybe
Any other feedback or suggestions?
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Your answer
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