Investment Advisory Survey

Investment Advisory Survey — Form Fields

This surveys template includes 9 fields. Evaluate client satisfaction with financial advisory services, portfolio performance, and communication. Free to customize and use on ZenBuild.

• Client Type (dropdown selection, required) — options: Individual, Joint Account, Trust, Business
• Years with Advisor (dropdown selection, required) — options: Less than 1 year, 1-3 years, 3-5 years, 5+ years
• Overall Advisory Satisfaction (rating, required)
• Portfolio Performance Perception (rating, required)
• Advisor Communication (rating, required)
• Financial Plan Clarity (rating, required)
• Do you feel your goals are understood? (multiple choice, required) — options: Completely, Mostly, Somewhat, Not at All
• Services Utilized (checkboxes, optional) — options: Retirement Planning, Tax Strategy, Estate Planning, Insurance Review, Education Savings, Wealth Management
• How can your advisor improve? (long text, optional)