• Financial Advisor Annual Review Survey

  • P.S. :For any answers you put “no”, please elaborate in the comment section at the end of the survey (with the question number attached) so your advisor can make the appropriate changes moving forward.  

  • Before we start, let’s get a quick summary of who you are, so your advisor can better personalize your experience! 

  • 1- Do you agree your advisor understands and prioritizes your financial needs and goals?
  • 2- Do you agree your advisor is knowledgeable and experienced in finance?
  • 3- Do you agree your advisor is able to explain complex financial concepts in a way that make sense to you?
  • 4- Do you feel comfortable speaking openly with your advisor?
  • 10- Moving forward, would you like to receive a monthly newsletter, or updates on the financial sector from your advisor?
  • 11- Moving forward, would you like to receive a personal check in/ update from your advisor once a-
  • 12- For your check in, would you prefer;
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