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  2. 2014
  3. July
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  5. Client Survey

Client Survey

Annual Client Questionnaire
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1) How long have you been a client of The Private Client Group and Summit Financial Resources?
 
1 - 3 years
 
4 - 6 years
 
7 - 9 years
 
10+ years
 
 
 
2) What services of The Private Client Group have you utilized (Select all that apply)?
 
Comprehensive Plan
 
Summary Financial Review
 
Retirement Cash Flows
 
Income Projections/Timelines
 
Expense Tracking & Analysis
 
Balance Sheet Tracking
 
College Savings
 
Stock Option / RSU Monitoring
 
Portfolio Diversification
 
Deferred Compensation Rebalancing
 
401(k) Rebalancing
 
Tax-Deferred Strategies
 
Estate Planning
 
Insurance Planning
 
Wills, Trusts and POA Review
 
Wealth Management Solution

 
 
3) Please rate your overall satisfaction with The Private Client Group:
Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied
 
 
 
4) Please rate your satisfaction with The Private Client Group in the following areas:
Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied
Understanding your goals and financial objectives
Developing a sound plan/strategy to meet your financial goals
Effectively helping you manage your financial affairs
Being responsive in resolving any questions or concerns
Quality and timeliness of monthly, quarterly and various periodic communications
 
 
5) Please rate your satisfaction with The Private Client Group's professionalism and preparedness in the following areas:
Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied
In-person meetings
Comprehensive Financial Plan and/or Summary Financial Review Plan
Analyses (retirement cash flows, balance sheets, family insurance portfolios, etc.)
 
 
6) Please rate your satisfaction with the accessibility and responsiveness of The Private Client Group :
Very Dissatisfied Dissatisfied Neutral Satisfied Very Satisfied
 
 
 
7) Please rate how meaningful each of the follow areas with The Private Client Group are to you and your family:
Not Important Of Little Importance Somewhat Appreciate/Value Appreciate/Value Highly Appreciate/Value
Confidentiality
Comprehensive Approach
Having a Plan
Investment Philosophy
Honesty and Trustworthiness
Objective Approach
 
 
 
8) Have you recommended someone to The Private Client Group?
 
Yes
 
No
 
I Can't Recall

 
 
 
If yes, when last?
   
If no, why not?
   
 
 
 
9) How likely are you to refer someone to The Private Client Group over the next 6 months?

«Very UnlikelyVery Likely»
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10) Who are you most likely to refer to The Private Client Group?
 
Family Member
 
Co-Worker
 
Close Friend
 
Social Acquaintance
 
Nobody
 
 
 
Please provide any additional comments, insights or suggestions:
   
 
 
 
Your Name (optional)