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Client Satisfaction 2013

Sage Financial Group Client Satisfaction 2013
0%
Exit Survey
 
 
Thank you for taking the time to let us know how we are doing. This survey has 11 questions and will take you less than 10 minutes to complete. Please be sure to hit the "Continue" button at the end of each question, including after the final question.

Any information you share with us in this survey will be subject to all of the standards and safeguards set forth in our Privacy Policy to secure the confidentiality of client records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information. A copy of our Privacy Policy is sent annually to all clients. Should you require another copy for review, please contact our Office.
 
 
 
PLEASE RATE YOUR OVERALL SATISFACTION WITH HOW SAGE MANAGES ITS RELATIONSHIP WITH YOU.

 
Very Satisfied
 
Satisfied
 
Neutral
 
Unsatisfied
 
Very Unsatisfied
 
 
TO WHAT EXTENT DO YOU AGREE OR DISAGREE WITH THE FOLLOWING STATEMENTS?:

Strongly Agree Agree Neither Agree nor Disagree Disagree Strongly Disagree Don't know
Sage understands my goals for the future
Sage is trustworthy
I am confident in the skills of the Sage team
Sage's services are meeting my expectations
Any issues I encounter are resolved quickly
The frequency with which Sage contacts me meets my needs
Sage makes highly personalized investment and financial planning recommendations
The long-term (6+ years) performance (risk and return) of my portfolio meets my expectations
The short-term (1-5 years) performance (risk and return) of my portfolio meets my expectations
 
 
 
COMPARING MY PORTFOLIO TO A SIMILARLY DIVERSIFIED, HYPOTHETICAL PORTFOLIO OF INDEXES, MY EXPECTATION IS TO REALIZE:



 
A higher return with more risk than the comparable benchmark over a 5 year time period.
 
The same return with the same risk than the comparable benchmark over a 5 year time period.
 
A lower return with less risk than the comparable benchmark over a 5 year time period.
 
A higher return with less risk than the comparable benchmark over a 5 year time period.
 
Other
 
 
 
PLEASE RATE HOW IMPORTANT EACH OF THE FOLLOWING IS IN YOUR RELATIONSHIP WITH SAGE:

Very important Important Somewhat important Not important This is not a quality I associate with Sage Financial Group Don't Know
Sage's independence and objectivity
Sage's personal relationship with me
Sage's personalized attention, advice, and recommendations
The availability and responsiveness of my advisor and his team
The comprehensive, thorough research, due diligence, and portfolio construction of the Investment Division
The breadth of Sage's investment reports
Sage's community/non-profit involvement
 
 
HOW IMPORTANT ARE SAGE'S FINANCIAL PLANNING SERVICES TO YOU, AND DO YOU FEEL YOU ARE RECEIVING THE APPROPRIATE AMOUNT OF FINANCIAL PLANNING SERVICE?

Important and satisfied Important but not satisfied Not important
Education Planning
Retirement Planning
Estate Planning
 
 
 
WHAT ONE THING DOES SAGE DO FOR YOU THAT YOU VALUE THE MOST?
   
 
 
 
IS THERE ANYTHING SAGE COULD DO DIFFERENTLY TO IMPROVE YOUR EXPERIENCE?
   
 
 
HOW LIKELY ARE YOU TO RECOMMEND SAGE

Highly likely Likely Neither likely nor unlikely Unlikely Highly unlikely
If a friend or colleague asks you directly for a recommendation?
If you think a friend or colleague might benefit from working with us but they haven't asked you?
 
 
 
HOW WOULD YOU, RIGHT NOW, DESCRIBE SAGE TO SOMEONE WHO MAY HAVE A NEED FOR OUR SERVICES?
   
 
 
 
IS THERE ANYTHING ELSE YOU WOULD LIKE TO TELL US ABOUT YOUR EXPERIENCE WITH SAGE?
   
 
 
 
IF YOU WOULD LIKE TO HAVE SOMEONE FROM SAGE CONTACT YOU TO DISCUSS THIS SURVEY IN MORE DETAIL, PLEASE LET US KNOW. TO FINISH THE SURVEY, PLEASE HIT "CONTINUE" AT THE BOTTOM OF THE PAGE.