Client Satisfaction Survey
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Your Name *
Email Id *
Phone number *
How would you rate the following aspects of our practice?
Ability to meet your financial needs and objectives: *
Quality of our investment products and services: *
Level of our customer service: *
How would you rate our effectiveness in meeting your financial needs and goals?
Taking the time to understand your financial needs:
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Working with you to set appropriate financial goals: *
Providing you with products and services that meet your needs and can help you achieve your goals: *
What are the most challenging financial concerns you currently face? *
Are there financial concerns, issues or events that we have not yet addressed? *
If yes, what are they and how can we help? *
How would you rate your satisfaction with the investments recommended by our practice?
Performance of your investments: *
Understanding of the investments you own: *
Which investments in your portfolio have met or exceeded your expectations? *
Are there any investments in your portfolio with which you are unhappy? *
If yes, what are they and why are you not satisfied: *
How do you rate our ability to communicate with you?
Keeping you informed on the progress of your investment portfolio: *
Communicating complex investment ideas and other financial information in a clear and effective manner: *
Keeping you up to date on how market conditions and trends affect your investment portfolio: *
Providing you with the education that can help you invest better: *
How frequently would you like to be contacted by our practice? *
With what method would you prefer that we communicate with you? *
Based on our performance, how likely is it that you will refer our practice to family and friends? *
We would appreciate any additional suggestions which you would like to share. *
We are gearing up for a scale-up and constantly working towards better services and client experience. Any referrals would be a great motivation. *
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