Legacy 2011 Client Survey
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How would you rate your investment portfolio's performance?
How would you rate your investment portfolio's performance?
Below average
Average
Above average
Superb
Does the financial reporting on your accounts meet your expectations?
Does the financial reporting on your accounts meet your expectations?
Yes
Somewhat
No
How would you rate the level of service you receive from our office?
How would you rate the level of service you receive from our office?
Exceptional
Above Average
Good
Poor
What areas would you like to see us improve?
What areas would you like to see us improve?
Do you understand how Legacy Wealth Management is compensated for managing your money?
Do you understand how Legacy Wealth Management is compensated for managing your money?
Yes
No
I would like to know
Do you feel Legacy has your best interest in mind when managing your portfolio?
Do you feel Legacy has your best interest in mind when managing your portfolio?
Yes
No
What is most valuable to you? (Boise clients only please)
What is most valuable to you? (Boise clients only please)
In office meeting
Phone call from advisor
Email advisor
Seminar
Social events
LWMG Website
How would you describe what we do for you to your friends?
How would you describe what we do for you to your friends?
Would you be interested in a comprehensive Legacy (financial) plan that will move you closer than ever before to your financial goals?
Would you be interested in a comprehensive Legacy (financial) plan that will move you closer than ever before to your financial goals?
Yes
No
Possibly
What method of communication do you prefer?
What method of communication do you prefer?
Phone
Mail
Email
Cell
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