Client Feedback Questionnaire

We sincerely appreciate your trust in us. As part of our commitment to continuous improvement, we invite you to share your insights through this brief Client Feedback Questionnaire. Your feedback is instrumental in shaping the quality of our services, ensuring they align seamlessly with your financial goals and expectations.

Name

First NameLast Name

Email

example@example.com

Bulfinch Group Advisor

As we look to improve upon our overall services, we ask that you answer 10 brief questions regarding your client experience with us. Thank you!

Overall, how satisfied are you with your experience working with our team?

How clearly do we communicate your financial plan and recommendations?

How satisfied are you with the frequency of our communication?

How responsive are we when you have questions or concerns?

How confident are you that we understand your financial goals and priorities?

How comfortable are you with your current financial strategy?

How valuable do you find your review meetings?

Which areas are currently your greatest financial concern? (Select 1-2)

Which area would you like to spend more time reviewing this year? (Select 1-2)

Would you recommend our services to others?

About YOU...

We like to get to know our clients as best as we can; please take an extra moment to tell us something about you, the things you like to do, and maybe the things you might be looking forward to!

Favorite activities or hobbies?

Favorite kind of cuisine (e.g., Mexican, Italian, Thai, etc.)?

Any upcoming family milestones?

What were you most proud of last year, personally or professionally?

What is the most important goal you would like to accomplish, or at least make progress towards, within the next 3 years?