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* 2. Did you feel the adviser listened to what you had to say and they understood what your needs were?

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* 3. Did the Financial Planner explain things in simple language?

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* 4. Did the Financial Planner answer to your satisfaction any questions or concerns that you had during your discussion?

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* 5. At the end of the meeting did the Financial Planner clearly communicate the next steps?

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* 6. Based on the overall service you received, would you recommend the adviser to a friend/family/colleague for similar advice? 

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* 7. Do you have any further feedback or comments?

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