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Surveys
2014
December
C
Client Survey - v4
Client Survey - v4
Annual Client Questionnaire
0%
Exit Survey
1) How long have you been a client of
The Private Client Group
and
Summit Financial Resources
?
1 - 3 years
4 - 6 years
7 - 9 years
10+ years
2) What services of
The Private Client Group
have you utilized (select all that apply)?
Comprehensive Financial Plan
Summary Financial Review Plan
Retirement Cash Flows
Income Strategy / Sources
Expense Tracking & Analysis
Balance Sheet / Wealth Tracking
College Savings
Stock Option / RSU Monitoring
Investment Management
Deferred Comp. and/or 401(k) Management
401(k) Allocation
Tax-Deferred Strategies
Estate Planning
Family Insurance Planning
Legal Document Review
Trust Account Management
Our Wealth Management Solution
3) Please rate your overall satisfaction with
The Private Client Group
:
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
Raving Fan
4) Please rate your satisfaction with
The Private Client Group
in the following areas:
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
Raving Fan
Understanding your goals and financial objectives
Developing a sound plan/strategy to meet your financial goals
Effectively helping you manage your financial affairs
Being responsive in resolving any questions or concerns
Quality and timeliness of monthly, quarterly and various periodic communications
5) Please rate your satisfaction with
The Private Client Group's
professionalism and preparedness in the following areas:
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
Raving Fan
In-person meetings
Comprehensive Financial Plan and/or Summary Financial Review Plan
Analyses (retirement cash flows, balance sheets, family insurance portfolios, etc.)
6) Please rate your satisfaction with the accessibility and responsiveness of
The Private Client Group
:
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
Raving Fan
7) How
meaningful
are the following core objectives of
The Private Client Group
to you and your family:
Not Meaningful
Little Meaning
Somewhat Meaningful
Meaningful
Very Meaningful
Coordinator of Family Finances
Having a Plan
Comprehensive Approach
Providing Objectivity
Focus on Confidentiality
Honesty and Trustworthiness
Investment Discipline
8)
A. How many people have you referred to
The Private Client Group
?
None
1 - 2
3 - 5
6 or more
B. If you have, when last?
C. If you have not, why not?
D. How likely are you to refer someone to
The Private Client Group
over the next 6 months?
«Very Unlikely
Very Likely»
0
1
2
3
4
5
6
7
8
9
10
9) Who are you most likely to refer to
The Private Client Group
?
Family Member
Co-Worker
Close Friend
Social Acquaintance
Nobody
10) What have you achieved by working with
The Private Client Group
that you may not have otherwise achieved (select all that apply)?
Peace of Mind
Organization
Efficiency
Security/Comfort
Avoided Making Mistakes
Knowing What I Would Not Have Known Otherwise
Please provide any additional comments, insights or suggestions:
Your Name (
optional
)
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