Financial Advisor Survey Jan 2021 Question Title * 1. How would you rate your Financial Advisors assistance in meeting your financial goals? Excellent Good Adequate Poor Other (please specify) OK Question Title * 2. How would you rate your Financial Advisor in regards to taking the time to understand your financial needs? Excellent Good Adequate Poor Other (please specify) OK Question Title * 3. How would you rate your Financial Advisor in regards to working with you to set appropriate financial goals? Excellent Good Adequate Poor Other (please specify) OK Question Title * 4. How would you rate your Financial Advisor in providing you with suggestions about products and solutions that meet your needs and help you achieve your goals? Excellent Good Adequate Poor Other (please specify) OK Question Title * 5. Have you and your Financial Advisor been in contact within the past 12 months to review your financial plans? Yes No OK Question Title * 6. Has your Financial Advisor kept you informed on the progress of your Investment Portfolio? Yes No OK Question Title * 7. What method of communication do you prefer? Phone Email In person Zoom or Webex meetings Doesn't matter Other (please specify) OK Question Title * 8. How often would you like to hear from your Financial Advisor? Monthly Quarterly Semi Annual Annually Other (please specify) OK Question Title * 9. How would you rate your Financial Advisor with respect to customer service Excellent Good Adequate Poor Other (please specify) OK Question Title * 10. How would you rate your Financial Advisor in regards to their ability to communicate clearly and effectively? Excellent Good Adequate Poor OK Question Title * 11. Overall, how would you rate your Financial Advisor OK Question Title * 12. As we strive to improve our customer service, we are also looking to our members for input on what technology and financial features you would like to see the Credit Union invest in. OK Question Title * 13. Do you have any other comments, questions, or concerns? OK DONE
