Client Feedback Survey

One Day Advice

Thank you for your business and support. We appreciate you taking the time to complete this survey.

Your responses will be kept confidential and anonymous, and only used to improve the quality of service we provide you.

Overall Experience

How satisfied are you with the overall experience of working with our wealth management and financial services team? *

5 - Exceeded Expectations
4 - Very Satisfied
3- Met Expectations
2 - Somewhat Satisfied
1 - Did Not Meet Expectations
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This is the only required question in the whole survey. While we'd love you to answer all the questions, you may pick and choose if you prefer.

What factors contributed to your rating?

Communication

Do you feel we are timely & responsive?

Exceeded Expectations

Met Expectations

Could Have Been Better

Not at All

Did you know what was expected from you by your advisor?

Yes

No

Financial Expertise

How confident do you feel in the expertise and knowledge of our team in handling your wealth management needs?

Very Confident

Confident

Neither Confident/Unconfident

Unconfident

Very Unconfident

Did our team provide clear explanations and guidance on the financial strategies recommended for your situation?

Yes

No

Personalization

Did you feel that our team personalized the financial solutions according to your specific goals and risk tolerance?

Yes

No

Please share any examples of how our services were tailored to your needs.

Accessibility

Were our team members easily accessible when you needed assistance or had questions?

Yes

No

How do you prefer to communicate with your advisor?

Phone

Email

Virtual Meeting

In-Person Meeting

Problem Resolution

Were there any issues or challenges during your engagement with us?

Yes

No

If yes, please describe the problem and how it was handled by our team.

Would you recommend us?

Based on your experience, how likely are you to recommend our wealth management and/or financial planning services to your friends or colleagues? (5 = most likely, 1 = not at all likely)

1 - Not at all

2

3

4

5 - Very likely

What would be the primary reasons for your recommendation?

Additional Comments?

Is there anything else you would like to share with us? Any suggestions for improvement or anything you appreciated while working with us?

This survey is confidential and anonymous. If you are okay with leaving your contact information below for follow-up purposes, we would appreciate it.

Full Name

Email

Mobile Phone

Note: You can always email our team directly at [email protected] with any comments or concerns. We always welcome your feedback as our main priority is to deliver a great experience to our clients.

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