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* 1. THANK YOU for taking part in this important survey. Your valuable input will help us identify those advisors and teams that deserve recognition.


Please enter the details of your financial planner

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* 2. Please rate your Financial planner on the following criteria (1 poor - 5 excellent)

  1 2 3 4 5
Communication
Portfolio performance
Product knowledge
Client trust
Client knowledge
Customer service

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* 3. Are your investable assets above $1 million

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