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Client Survey
What is your first name
(Required)
Your Last Name
(Required)
Your Email
(Required)
And who is your primary TWD Adviser?
(Required)
Troy MacMillan
Stephen Kostarelas
Cara Graham
Robin Sandover
Michelle Flanagan
David Hatton
Gavin Hannagan
Jon O’Sullivan
Dawn Thomas
Dana Gibbs
Other
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
The progress you have made with your finances
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
How clear and informed you feel about the plan for your finances
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
Your peace of mind that your finances are being taken care of
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
How well connected your financial plan is to what’s most important to you in life
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
Your overall confidence in your strategy and financial future
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
How easy it is to work with us
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
The speed at which we get things done and respond to your requests
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
Your experience with team members other than your primary adviser
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
How well we communicate with you and keep you informed
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
If someone you knew was looking for a financial advice firm, how likely would you be to recommend them to TWD?
(Required)
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
On a scale of 1-10, how would you rate the following aspects of your financial life?
(Required)
Your overall satisfaction with your experience as a TWD client so far
1 (Very Poor)
2
3
4
5
6
7
8
9
10 (Excellent)
What’s your reason for leaving this score?
(Required)
If there’s something you’d like to see us change about our service or if you have any suggestions for us, please let us know below.
(Required)
Do you have anything else you’d like to add before you complete the survey?
(Required)