Client Survey Question Title * 1. How long have you been a client of Petix & Botte Financial? Less than 6 months 6 months - 1 year 2 - 5 years 6 - 10 years More than 10 years Question Title * 2. Do we provide you with adequate educational information? Yes Neutral or Not Applicable No Comments Question Title * 3. Are we compassionate, and do we provide personalized service? Yes Neutral or Not Applicable No Comments Question Title * 4. Are our financial planners and staff accessible and easy to communicate with? Yes Neutral or Not Applicable No Comments Question Title * 5. Is the office environment at Petix & Botte Financial warm and inviting? Yes Neutral or Not Applicable No Comments Question Title * 6. Do you feel that we truly care about your financial well being and future? Yes Neutral or Not Applicable No Comments Question Title * 7. Do we reduce your financial worries? Yes Neutral or Not Applicable No Comments Question Title * 8. Do we exceed your expectations? Yes Neutral or Not Applicable No Comments Question Title * 9. What social media do you use? Facebook LinkedIn Twitter YouTube None Other (please specify) Question Title * 10. In which of the following social media have you connected with us? Facebook LinkedIn None Comments Question Title * 11. In which of the following social media would you like to connect with us? Facebook LinkedIn Twitter YouTube None Other (please specify) Question Title * 12. Do you feel that we are aware of economic conditions and adjust your financial plan accordingly? Yes Neutral or Not Applicable No Comments Question Title * 13. Do you feel that we are aware of legal, tax, and policy changes and adjust your financial plan accordingly? Yes Neutral or Not Applicable No Comments Question Title * 14. Do you feel that your portfolio has performed in line with your investment objectives? Yes Neutral or Not Applicable No Comments Question Title * 15. Do you feel that your financial planning needs are receiving the proper amount of attention and care from us? Yes Neutral or Not Applicable No Comments Question Title * 16. Is there anything that we could start doing, or do differently, to better serve you? Question Title * 17. This survey is anonymous, however, if you would like to discuss your responses further, please enter your name below. Advisory services offered through LPL Financial, a Registered Investment Advisor. Done