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Exit Survey
 
How satisfied are you with the following:
Very Satisfied Satisfied Neutral Unsatisfied Very Unsatisfied
Client/advisor relationship at Double Diamond Investment Group (DDIG)
Your advisor's attention to your best interests
Availability of your advisor/staff at DDIG
Services DDIG provides
DDIG meeting your overall expectations
Investment performance results relative to expectations
Communication to help you understand current economic conditions that may affect your financial goals
Response time to your questions/concerns
 
 
 
If you are NOT satisfied with the services our firm provides, please tell us how we can best serve you:
   
 
 
 
Do you feel the correspondence from our firm is professional, well organized and easily understood?
 
Yes
 
Neutral
 
No
 
 
 
How often do you read the semi-weekly postings on Facebook, Linked In or Twitter?
 
Never
 
Weekly
 
Monthly
 
 
 
Do you enjoy the weekly MARKET WRAP email sent each Friday evening?
 
Yes, I read it every week
 
Yes, I read it when I get the chance
 
No, I never read it
 
No, I find it annoying
 
 
 
Does your advisor contact you often enough?
 
Yes
 
No
 
 
 
How often would you like to be personally contacted by your advisor?
 
Once a Week
 
Once a Month
 
Once a Quarter
 
Twice a Year
 
Once a Year
 
Other
 
 
 
Please indicate your interest level in the following products/services:
Very Interested Somewhat Interested Neutral Not Interested
Insurance
Estate Planning
Annuities
Long-term care/Retirement
Stocks
Bonds
 
 
 
Would you recommend DDIG to a friend or family member?
 
Yes
 
No
 
 
 
If you would like to refer a friend or family member, please click below then click on Andrew Bodner's Email address:

Note: Your survey results will continue to remain anonymous if you choose to refer a friend or family member.


http://www.doubledig.com/contactus.aspx?spid=101311&Title=Contact%20Us
 
 
 
Name:
   
 
 
 
If you are currently using social media websites, please click on the corresponding links and like or follow us:

Facebook https://www.facebook.com/DoubleDiamondInvestmentGroup

Twitter https://twitter.com/abodnerDDIG

LinkedIn http://www.linkedin.com/pub/andrew-bodner/b/199/756
 
 
 
Additional Comments/Suggestions: