Custom Survey Questions

In thinking about our service, what one improvement, refinement or change would make the biggest impact?
What do you anticipate will be your biggest challenges this year?
What content/topics would you like to see in our newsletter or on our social media and website?
What are the three most valuable ways [brand] contributes to your business/personal financial goals?
What can we do to maximize the value of our services to you?
Are there any services that you think [brand] should consider offering?

I can count on [brand] to respond effectively to changes in my business needs.
Clear, timely communications are a key component of great business relationships. How satisfied are you with the communications you receive from [brand]
To help better support your future/existing needs, which of the services below do you need now or in the near future that you're not using today? (multi select list of services offered)
Regarding your above response, would you like your [brand] advisor to contact you to discuss this?
My [brand] relationship team delivers insights and guidance that go beyond my client service expectations.
If I have questions or concerns, I am comfortable reaching out to my [brand] team.
Our partners deliver value that is in line with their fees.
When problems arise, how often does [brand] resolve them to your satisfaction?
I _____________ trust my partner’s technical accuracy and expertise.
[Partner] _____________ offers a broad range of knowledge in areas important to my organization.
[Partner] is ______________ proactive in bringing ideas and strategies to my organization.
[Partner] ______________ takes the time to understand my investment goals and aspirations.