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Take Our 2018 Client Survey
Please provide us with your honest feedback so we can improve the service we offer.
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How satisfied are you with the service we provide?
Unsatisfied
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5
Very Satisfied
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Are your phone calls and emails returned promptly?
Yes
No
Other:
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How likely are you to refer family or friends to us?
Not Likely
1
2
3
4
5
Very Likely
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What made you decide to work with us, instead of another firm?
Your answer
What can we do to serve you better?
Your answer
What is your main financial concern today?
Retirement Planning
Estate Planning
Tax Planning
Market Volatility
Insurance
Budgeting
Other:
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Throughout the year, which topics would you like us to cover on our blog?
Market updates
Financial planning topics
Lifestyle topics
Social Security
Legislative changes
Insurance topics
Other:
Is there anything else we could do to improve our service and communication?
Your answer
If there is anyone on our team who you would like to recognize for providing outstanding service, please list their name here.
Your answer
If you know of someone who would benefit from our services that you would like us to contact, please list their name here.
Your answer
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