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Hello & Happy New Year,
My best to you and your family as we begin 2014! May it be a year of good health and happiness for you.
If there is one thing I'm truly grateful for, its the opportunity to serve you as your financial planning and asset management advisor. I continuously strive to improve my financial practice and this year, I wanted to provide a formalized opportunity for clients to share their feedback and opinions.
Your feedback is absolutely critical in knowing where service can be improved upon. If you could please take 8 to 10 minutes to complete this survey, it would be greatly appreciated.
Your participation in this survey is voluntary and your responses are strictly anonymous and confidential. Data from this survey will be reported only in the aggregate.
Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below. If you have any questions at all, please contact me directly at 314-884-2812.
All the best,
James
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How would you classify your personal Investment IQ? That is, how personally knowledgeable are you when it comes to managing the investment allocation within your personal accounts? |
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If asked, how would you classify your personal Financial Planning IQ? That is, how personally knowledgeable are you when it comes to account types, tax planning, cash flow, retirement strategy, financial modeling, etc.? |
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To what extent are the following statements important to you when you think about your relationship with your Financial Advisor?
Please use a 5-point scale where 1 is not at all important and 5 is critically important.
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To what extent are you satisfied with your Financial Advisor when you think about each of the following statements.
Please use a 5-point scale where 1 is not at all important and 5 is critically important.
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There are many different services available through your Financial Advisor, depending on your specific needs. For the services below, please select the best response for your situation.
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How do you typically learn about new services, such as those listed in the previous question, that you should consider? Please select all that apply. |
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* Do you have a written financial plan which may include an accumulation strategy, tax mitigation, insurance planning, retirement and distribution planning, or some combination of these items? |
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On a scale of 1 through 5:
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On a scale of 1 through 5:
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* In a typical 12-month period, how often do you expect to meet with your advisor (face-to-face) to review your financial plan and portfolio? |
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* Thinking about the last year, how often did you actually meet with your advisor (face-to-face) to review your financial plan or portfolio? |
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In a typical 12-month period - outside of face-to-face reviews - how often do you expect to be contacted (either by email or telephone) by your advisor, for any reason? |
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Thinking about the last year, how often were you contacted by your advisor, for any reason? |
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Using a 10-point scale where 1 is extremely dissatisfied and 10 is extremely satisfied, please rate your overall level of satisfaction with James as your financial advisor?
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How likely are you to continue using your Financial Advisor to manage your financial plan or portfolio in the next 12 months?
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Do you work with more than one Financial Advisor? |
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To what extent do you agree or disagree with the statement:
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* Has your Financial Advisor asked you directly to provide referrals? |
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* Have you provided a referral to your Financial Advisor? |
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* How many people have you referred? |
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* What were the circumstances of providing the last referral? |
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* Why is it you feel you would not be very likely to recommend your Financial Advisor? |
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* What is your marital status? |
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* Please select which age range you fall into |
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Are you a medical doctor? |
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Are you a current or previous employee of Procter & Gamble? |
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* Your total invested assets fall into which range?
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| What city do you live in? | | |
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| If there is anything else you'd like James to know, please feel free to enter any comments/suggestions in the box below. Your feedback is greatly appreciated. Thanks again! | | |
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