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Complete our 3-minute client experience survey and be entered to win a $100 local restaurant gift card

1.How satisfied are you with the service you received from our office?
2.How responsive are we when you have questions or concers?
3.What is one thing we could do to improve your experience?
4.Which areas of planning are most important to you right now? (Check all that apply)
5.Are there any financial questions or concerns you would like help with this year
6.How often would you like to hear from us?
7.What type of content would you find most valuable? (Check all that apply)
8.What is your preferred method of communication?
9.On a scale of 0-10, how likely are you to recommend our services to friends, family, or colleagues?
0
10
10.Do you know anyone who could benefit from a conversation about their financial future?
11.If yes, would you like us to reach out, or would you prefer to introduce us first?
12.Would you be willing to provide a testimonial about your experience working with us?
13.If yes, please share few words about your experience.