Financial Advisor Trust Survey Form
Please complete the Financial Advisor Trust Survey Form to help us assess your level of trust and satisfaction in your financial advisor relationship.
How long have you been working with your current financial advisor?
*
Please Select
Less than 6 months
6 months to 1 year
1-3 years
More than 3 years
How would you rate your overall trust in your financial advisor?
*
1
2
3
4
5
Please indicate your level of agreement with the following statements about your financial advisor.
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
My advisor acts in my best interest.
1
2
3
4
5
My advisor communicates clearly and transparently.
6
7
8
9
10
My advisor is knowledgeable and competent.
11
12
13
14
15
My advisor responds promptly to my questions.
16
17
18
19
20
My advisor understands my financial goals.
21
22
23
24
25
How comfortable do you feel discussing personal financial matters with your advisor?
*
Not comfortable
1
2
3
4
Very comfortable
5
1 is Not comfortable, 5 is Very comfortable
How often does your advisor provide proactive updates or check-ins?
*
Never
Rarely
Sometimes
Often
Always
How likely are you to recommend your financial advisor to others?
*
Not likely
1
2
3
4
5
6
7
8
9
Extremely likely
10
1 is Not likely, 10 is Extremely likely
Which of the following best describes your primary reason for choosing your current advisor?
*
Reputation
Referral from friend or family
Firm affiliation
Expertise in specific area
Other
What is your preferred method of communication with your advisor?
*
Email
Phone
Video call
In-person
What is one thing your advisor could do to increase your trust?
Please share any additional comments or suggestions about your experience.
Submit Survey Response
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