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Investment Advisory Survey - Free Surveys Template | ZenBuild | ZenBuild

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Investment Advisory Survey

Evaluate client satisfaction with financial advisory services, portfolio performance, and communication.

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Investment Advisory Survey

Evaluate client satisfaction with financial advisory services, portfolio performance, and communication.

Client Type*

Years with Advisor*

Overall Advisory Satisfaction*

Portfolio Performance Perception*

Advisor Communication*

Financial Plan Clarity*

Do you feel your goals are understood?*

CompletelyMostlySomewhatNot at All

Services Utilized

Retirement PlanningTax StrategyEstate PlanningInsurance ReviewEducation SavingsWealth Management

How can your advisor improve?

Template Details

CategorySurveys

IndustrySurveys & Research

Fields9

Uses0

Views2

investmentfinancial advisorportfoliofinance