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You are invited to participate in Waddell and Associates Customer Satisfaction Survey. This survey will take approximately five minutes to complete. If you have questions at any time about the survey or the procedures, you may contact Leaderpoint Consulting Group at 901-748-1100.
Thank you.
 
 

How long have you been a client of W&A?
 
Less than a year
 
One to three years
 
Three to seven years
 
More than seven years

 
 

Which of the following W&A services have you utilized? (Please check all that apply)
 
Asset Management
 
Educational Planning
 
Retirement Planning
 
Estate Planning
 
Charitable Gift Planning
 
Employee Benefit Planning
 
General Financial Planning Issues

 
 

How often are you contacted by someone at W&A?
 
Monthly
 
Quarterly
 
Semi-annually
 
Annually
 
Less than annually

 
 

Are you satisfied with the amount of contact you receive from W&A?
 
Would like significantly more
 
Would like slightly more
 
Current level is satisfactory
 
Would like slightly less
 
Would like significantly less

 
 

What is your preferred method of contact?
Phone
Letter
Email
Meetings
 
 
Please rate the importance to you of the following characterics of a wealth management firm:
Not Important Not Very Important Important Somewhat Important Extremely Important
Reputation of the firm
Objectivity of the firm
Competence and credentials of the Associates
Empathy of the Associates
Level of service
Investment strategy
Financial Planning service
Location of office
 
 
How satisfied are you with W&A regarding the following:
Not Satisfied Somewhat Satisfied Satisfied Very Satisfied Extremely Satisfied
Trustworthiness of W&A
Objectivity of W&A
Competence and credentials of our Associates
Empathy of our Associates
Level of service from our Associates
Investment strategy
Financial planning assistance
Location of office
W&A newsletters
 
 
Considering your experience with W&A, please rate your agreement with the following:
Disagree Agree
W&A appropriately set my expectations
W&A continues to meet my expectations
W&A strives to understand my personal situation
My contacts at W&A are knowledgeable
W&A makes recommendations that are consistently in my best interest
 
 
 
Very Satisfied Somewhat Satisfied Neutral Somewhat Dissatisfied Very Dissatisfied
How satisfied are you overall with W&A?
 
 
 
Is there anything we can do to serve you better?
   
 
 

Would you recommend W&A to a friend, colleague or relative?
Yes No
 
 
 
If not, why?
   
 
Please place the completed survey in the postage paid envelope enclosed. Again, thank you for your time.
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