Financial Planner Client Experience Survey Form
Please share your feedback about your experience with your financial planner. Your input helps us continue to improve and provide exceptional service.
How satisfied are you with your overall experience?
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1
2
3
4
5
How well did the financial planner understand your needs and goals?
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Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How clear and understandable were the recommendations provided?
*
Not clear
1
2
3
4
Very clear
5
1 is Not clear, 5 is Very clear
How would you rate the financial planner's professionalism?
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Needs improvement
1
2
3
4
Excellent
5
1 is Needs improvement, 5 is Excellent
How timely and responsive was your financial planner?
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Very slow
1
2
3
4
Very prompt
5
1 is Very slow, 5 is Very prompt
How comfortable did you feel discussing your financial situation?
*
Not comfortable
1
2
3
4
Very comfortable
5
1 is Not comfortable, 5 is Very comfortable
How valuable do you feel the advice and service were for your financial situation?
*
Not valuable
1
2
3
4
Extremely valuable
5
1 is Not valuable, 5 is Extremely valuable
Would you recommend this financial planner to others?
*
Yes
No
Maybe
What did you appreciate most about your experience?
What could we improve to make your experience even better?
Submit Feedback
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