Investment Advice Quality Inquiry Form
Help us improve by sharing your feedback on the investment advice you received.
Your Full Name (optional)
First Name
Last Name
Email Address (optional, for follow-up if needed)
example@example.com
How did you receive the investment advice?
*
In person
Phone call
Video conference
Email
Online chat
Other
Date you received the investment advice
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What type of investment advice did you receive?
*
Please Select
Stocks/Equities
Bonds
Mutual Funds
Retirement Planning
Real Estate
Cryptocurrency
Other
Please rate the following aspects of the investment advice you received:
*
Rows
Clarity of Explanation
Relevance to Your Needs
Professionalism of Advisor
Usefulness of Advice
Explanation of Risks
Poor
1
2
3
4
5
Fair
6
7
8
9
10
Good
11
12
13
14
15
Very Good
16
17
18
19
20
Excellent
21
22
23
24
25
How satisfied are you overall with the investment advice you received?
*
1
2
3
4
5
Did you feel the advisor had your best interests in mind?
*
Yes
No
Not sure
Would you recommend our investment advisory services to others?
*
Definitely
Probably
Not sure
Probably not
Definitely not
Please share any additional comments or suggestions to help us improve our investment advice services.
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