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New Client Survey
2.
Your Information
Thank you for taking the time to give us your feedback. We look forward to assisting you with your financial needs for years to come.
*
1.
Primary Account Holder Name
(Required.)
2.
Secondary Account Holder Name
3.
How did you hear about us?
Friend, Family Member, or Acquaintance
Seminar
Internet
Mail
Other (please specify)
4.
So far, how satisfied are you overall with your experience at BaileyWealth?
Completely Satisfied
Satisfied
Dissatisfied
Very Dissatisfied
If you did not mark “Completely Satisfied”, please explain what we can do to improve your experience.
5.
One a scale of 1 to 5 (1 being worst and 5 being best):
1
2
3
4
5
How would you rate your Financial Professional so far?
1
2
3
4
5
Has all of our staff been friendly, courteous, and professional?
1
2
3
4
5
6.
Do you feel that we assisted you in finding the best options to meet your financial needs?
Yes
No
7.
Do you feel that we followed through on all the commitments we made to you?
Yes
No
8.
Did someone follow up with you regularly while your assets were being transferred to ensure your satisfaction throughout the process?
Yes
No
9.
Do you have any concerns about your experience with us?
Yes
No
10.
If yes, have your concern(s) been resolved to your satisfaction?
Yes
No
Other (please specify)
11.
I would recommend the services of BaileyWealth to my friends, family, and colleagues.
Definitely
Not Sure
Definitely Not
12.
Referrals are the primary way that BaileyWealth grows. Do you know anyone that would benefit from receiving information about our firm? (Please give a name and phone and/or email address.)
13.
Additional Comments
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
