Client Satisfaction Survey


Tell us what you think: Are we doing a good job?
Please take a moment to complete this survey. Your opinions are important, and will help us provide the best possible service.

Your Name:
E-mail:
1. Please rate your overall level of satisfaction with our services:




If dissatisfied, why?
2. How satisfied are you with the amount of contact you receive from us?




If dissatisfied, why?
3. Please rate how much you agree with the following statements:
“Management of my account is handled with few errors.”

Agree
Don’t know
Disagree

“My advisor is trustworthy.”

Agree
Don’t know
Disagree

“My calls/e-mails are returned promptly.”

Agree
Don’t know
Disagree

“I would recommend the services of my advisor to others.”

Agree
Don’t know
Disagree

4. What is the best way for us to stay in touch with you?
Please rank: 1=most preferred, 4=least preferred)

Face-to-face meetings
 Newsletter
 Phone calls
 E-mail
 Regular mailings
Other, please specify
5. How satisfied are you with the performance of your investments?




6. What are one or two things we could do to improve the level of service we provide?