Financial Advisor Feedback Form

Financial Advisor Feedback Form — Form Fields

This feedback template includes 8 fields. Feedback form for clients to evaluate their financial advisor's performance. Covers communication, investment guidance, trust, and overall satisfaction. Free to customize and use on ZenBuild.

• Your Name (optional) (text, optional)
• How long have you been a client? (dropdown selection, required) — options: Less than 6 months, 6 months to 1 year, 1-3 years, 3-5 years, 5+ years
• Quality of financial advice and recommendations (rating, required)
• Communication and responsiveness (rating, required)
• Trustworthiness and transparency (rating, required)
• Understanding of your financial goals (rating, required)
• How confident are you in your financial plan? (multiple choice, required) — options: Very confident, Somewhat confident, Neutral, Not very confident
• What could your advisor do better? (long text, optional)