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As an established wealth management client with McLean Asset Management Corporation (MAMC) we value your opinion and feedback on all matters related to your experience with us - your interactions with your Advisor and our staff, the services we provide and if we have been able to help you. This important information will be reviewed and incorporated into enhancing overall client service at MAMC.
Our survey takes approximately xx minutes to complete. Your participation is completely anonymous and of course voluntary. If you have questions, please contact Pat Ward at [email protected] or 703-827-0636 x101.
Thank you very much for your time and support. Please begin by clicking the Continue button below.
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| COMMUNICATIONS & INTERACTIONS |
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| On your visits to MAMC how would you rate our office appearance? |
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| In your telephone interactions with us how would you rate our courtesy and responsiveness? |
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| Do you feel the level of communications (frequency, method, etc.) from your Advisor team is appropriate? |
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| Observations/suggestions regarding our communications and interactions with you are appreciated: | | |
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| WEALTH MANAGEMENT SERVICES |
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Has your advisor assisted you with any of the following:
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| Please rate your experience with the referral: |
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| Please rate your experience with us in considering the tax impact of your investment portfolio: |
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| Please rate your experience with us in working on the particular tax planning strategy: |
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| Please rate your experience with us in working on the real estate transaction: |
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Pease rate your experience with us in helping with the financial decision:
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Has your advisor assisted you with any of the following:
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| Please rate your experience with us in assisting with the selection/implementation of insurance alternatives: |
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| Please rate your experience with us in the evaluation of other wealth protection strategies (i.e., trusts, LLCs, corporations): |
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Has your advisor assisted you with any of the following:
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| Please rate your experience with us in the referral of an estate planning professional: |
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| Please rate your experience with us in the evaluation of your estate planning documents: |
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| Please rate your experience with us in insuring that your asset titling and beneficiary designations align with your wealth transfer wishes: |
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| Please rate your experience with us in coordinating with you on other estate planning strategies such as GRATs, ILITs, etc.: |
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| Please rate your experience with us in education of next generation/heirs on financial matters: |
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Has your advisor assisted you with any of the following:
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| Please rate your experience with us in helping you coordinate with other professionals: |
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| Please rate your experience with us in facilitating your gifting of highly appreciated assets: |
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| Please rate your experience with us in helping you define your charitable goals: |
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| Please rate your experience with us in the recommendation of advanced charitable giving strategies: |
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| How would you rate our ability to explain our investment strategy? |
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| How would you rate our ability to implement our investment strategy? |
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| Are your investments aligned with your unique needs and goals? |
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| Are ongoing communications and updates regarding developments affecting your investments timely and clear? |
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| Are reviews of your investment performance presented within the context of achievement of your financial goals? |
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| My advisor has my best interests in mind. |
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| My advisor is competent and stays up to date with changing rules and regulations. |
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| I consider my advisor and his/her team to be the center of my financial universe. |
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| My advisor would be one of the first people I would call in the event of an emergency. |
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| Would the addition of information provided through social media platforms, such as the increased used of blogs, Twitter and Facebook enhance your satsifaction with our services? |
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| Would you be interested in taking part in a focus grop or client advisory board as we consider future services or technology to offer to our clients? |
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Considering your complete experience with our firm, how likely would you be to recommend our services to a family member or colleague?
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