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  5. The Private Client Group's Annual Questionnaire

The Private Client Group's Annual Questionnaire

Annual Client Questionnaire
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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 At All Slightly Meaningful Somewhat Meaningful Very Much So
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 UnlikelyVery Likely»
012345678910
 
 
 
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 may not have known otherwise

 
 
 
Please provide any additional comments, insights or suggestions:
   
 
 
 
Your Name (optional)