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* 1. How well are your clients' portfolios managed relative to their stated objectives and specific needs? |
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* 2. Are there any investment topics that you would like to know more about, or for which you would like to have presentations? |
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* 3. My requests are completed within the required timeframe. |
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* 4. On average, my requests were completed accurately. |
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5. On average, my requests were completed in a timely manner. |
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* 6. I am kept up-to-date on everyday client issues. |
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* 7. MAMC back-office explains the investment processes clearly. |
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* 8. MAMC back-office listens to my concerns and suggestions. |
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* 9. MAMC back-office was open to any comments or suggestions that I made this past month? |
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* 10. I am at ease regarding the logistical management of my clients' assets. |
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* 11. Please rate MAMC's ability to service your clients' needs. |
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