Feedback

1. How would you rate our effectiveness in meeting your financial needs and goals?

2. Are there financial concerns, issues or events that we have not yet addressed?

3. How would you rate your satisfaction with the investments recommended by our practice?

4. Are there any investments in your portfolio with which you are unhappy?

5. How do you rate our ability to communicate with you?

6. How frequently would you like to be contacted by us?

7. By which way would you prefer that we can communicate with you?

8. How would you rate the quality of our team?

9. Based on our performance, how likely is it that you will refer our practice to family and friends?