Financial Advisory Feedback Survey

Gather client feedback on financial advisory sessions, including communication, trust, goal alignment, fee transparency, satisfaction, and overall advisor experience.

Finance & Fintech

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Related topics

  • Advisor Performance
  • Client Experience
  • Client Feedback
  • Client Loyalty
  • Communication
  • Customer Satisfaction
  • Fee Transparency
  • Financial Advisor
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Goal Alignment
  • NPS Survey
  • Satisfaction Survey
  • Wealth Management

Financial Advisory Feedback Survey

Session & Advisor Tracking

Advisor Name
Matthew Reynolds, CFP (Certified Financial Planner)
Grace Sterling, CFA (Chartered Financial Analyst)
Luke Harrison, Senior Wealth Manager
Faith Montgomery, Financial Planner
Christian Vance, Principal Investment Advisor
Date of Consultation
Select Date
Meeting Format
In-Person Office Visit
Video Call (Zoom/Teams)
Phone Consultation

Communication & Clarity (The Core Advice Metrics)

Clarity of Explanations

1-to-10 scale rating: How clearly did your advisor explain investment strategies, fees, and risks?

12345678910
Attentive Listening

1-to-10 scale rating: Did you feel the advisor genuinely listened to your long-term goals and personal financial boundaries?

12345678910
Empathy & Comfort

How comfortable did you feel discussing your private financial situation and debts with your advisor?

☆☆☆☆☆

Value & Trust Assessment

Fee Transparency

Were all fees, commissions, and advisory management costs explained to your complete satisfaction?

Yes
No
Confidence Level

How confident do you feel about your financial future following this specific meeting?

12345678910

Overall Loyalty & Open Feedback

Overall Satisfaction
12345678910
Net Promoter Score (NPS):

How likely are you to recommend our financial advisory services to family, friends, or coworkers?

12345678910
Open Feedback

Is there anything else you would like to share? Please feel free to praise a specific team member or suggest updates to our client portal.

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