Client Satisfaction Survey

As one of my most loyal clients, your feedback and perspective are critical to helping me make client service enhancements to my practice going forward. To reach this goal, please complete this Survey. I value your opinions and ideas as much as I value your business.

* What were your impressions when you first started working with me? How are they different now?

* In your opinion, what makes me different from another advisor you have previously worked with?

Please evaluate my performance in terms of the following service attributes (with five being the highest score).

Poor

Excellent

* Sense of Urgency

-

* Communication

-

* Accessibility

-

* Responsiveness

-

* Consistency

-

* Competence

-

* Accuracy

-

* Attitude

-

* Overall Performance/Value

-

* What would you tell a referral about me that might encourage them to work with me?

* My goal is to provide you with a unique, advisory approach. Am I currently doing this?

Yes

No

Continued: "My goal is to provide you with a unique, advisory approach. Am I currently doing this?," What do you like pr not like?

List the reasons why you continue to work with me?

* Any other comments or suggestions regarding my financial planning services?

* On correspondence, how would you prefer to be contacted? Please check all that apply:

Mail

Phone Call

Email

Fax

I appreciate the time you have given to this Survey and assure you this information will not be shared with anyone or any organization. The information is strictly to help me understand how I may be able to provide you additional support and value. I look forward to seeing how I can enhance my services to better serve your needs and the needs of all my clients.

Carrie Schmidt is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Insurance offered through Lincoln Financial Group, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln Financial Corporation and its affiliates. CRN-1529527-062116