Q01
メッセージ
すべてのテンプレートFinance & Insurance
Financial Advisor Client Satisfaction Survey
Measures how clients experience their financial advisor relationship — communication cadence, clarity of the financial plan, understanding of fees, and confidence in the guidance received. An AI follow-up digs into the reasoning behind confidence scores so advisory firms can see exactly what builds or erodes trust, not just a number.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
全14問・約7分
Q02
選択式必須
In the last 12 months, how often did your advisor proactively reach out to you (calls, emails, meetings, portfolio updates)?
- Never
- Once
- A few times
- Monthly
- More than monthly
Q03
オピニオンスケール必須
How well does that level of contact match what you actually need?
スケール: 1 – 5
最小:Far too little contact最大:Far too much contact
Q04
マトリクス必須
How much do you agree with each statement about your financial plan?
3行 × 5列
- The goals in my financial plan are clear to me
- I understand the reasoning behind my current investment allocation
- I know what specific next steps are coming in my plan
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
オピニオンスケール必須
How clearly do you understand the fees you pay for your advisor's services?
スケール: 1 – 7
最小:Not clear at all最大:Completely clear
Q06
選択式必須
Which best describes how your advisor's fees have been explained to you?
- Never explained to me
- Explained once, briefly
- Explained in detail, but I still have questions
- Explained clearly and I fully understand what I pay and why
Q07
オピニオンスケール必須
How confident are you that your advisor's guidance is genuinely in your best financial interest?
スケール: 1 – 10
最小:Not confident at all最大:Extremely confident
Q08
オピニオンスケール必須
How likely are you to recommend your advisor to a friend or colleague?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q09
AIインタビュー
Probe the reasoning behind the respondent's confidence score for their advisor's guidance. If confidence is high, find a specific moment or piece of advice that earned that trust. If confidence is moderate or low, identify what's missing — a lack of transparency, a decision that didn't turn out as expected, or unclear communication — and ask what would need to change to raise it. Anchor on concrete examples rather than general impressions.
Q10
ランク付け
Rank these aspects of your advisor relationship from most to least important to you.
- Frequency and quality of communication
- Transparency about fees
- Investment performance
- Personalized, tailored advice
- Responsiveness when I have questions
ドラッグして順位を付ける
Q11
選択式必須
How likely are you to continue working with this advisor over the next 12 months?
- Very unlikely
- Unlikely
- Unsure
- Likely
- Very likely
Q12
選択式
How long have you been working with this advisor?
- Less than 1 year
- 1-3 years
- 3-5 years
- More than 5 years
- Prefer not to say
Q13
選択式
Which range best describes the total assets your advisor manages for you?
- Under $50,000
- $50,000-$250,000
- $250,000-$1,000,000
- Over $1,000,000
- Prefer not to say
Q14
メッセージ
That's everything — thank you for your candid feedback! Your responses will be used to identify where our communication, transparency, and guidance can better support clients like you.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Includes a dedicated AI follow-up interview step that probes the reasoning behind each respondent's confidence score, uncovering *why* trust is built or eroded rather than just a number
- Combines quantitative measures (opinion scales on fee clarity, contact cadence fit, and advisor confidence) with a matrix question on financial-plan agreement and a ranking question on what matters most in the relationship
- Captures firm-relevant segmentation (tenure, assets under management) alongside satisfaction and retention likelihood in one flow
- Every AI follow-up prompt is transparent and responses are auto-scored for quality, then rolled into an auto-generated report — no manual coding of open-ends required
Jotform
Financial Planning Client Assessment Form TemplateThis is a static, form-style client assessment built on Jotform's drag-and-drop builder, oriented toward intake/assessment rather than a structured satisfaction survey with follow-up depth. It's fielding-ready as a form but relies on fixed fields rather than any adaptive questioning logic.
優れている点
- Easy drag-and-drop customization and branding within Jotform's builder
- Can integrate with Jotform's broader form ecosystem (e-signatures, payment fields, PDF export)
- Familiar, low-friction form format for clients to fill out
物足りない点
- No adaptive AI follow-up — every respondent sees the same static fields regardless of answers
- No mechanism for probing the reasoning behind a satisfaction or confidence score
- No automated per-response quality scoring or AI-generated analysis report
QuestionPro
Client Service Satisfaction Survey TemplateA generic client service satisfaction template rather than one built for the financial advisory relationship specifically, so questions on fee transparency, plan clarity, or fiduciary confidence would need to be added manually. It's a fielding-ready survey template but general-purpose across service industries.
優れている点
- Backed by QuestionPro's enterprise analytics and dashboarding features
- Supports multi-channel distribution common to enterprise survey tools
- Established template library with standard satisfaction question types
物足りない点
- Not tailored to financial-advisor-specific concerns like fee clarity or fiduciary confidence
- No adaptive AI interview to dig into why a client scored confidence or satisfaction the way they did
- No published methodology on how question logic or scoring works
SurveyMonkey
Customer Satisfaction Survey Template For Financial ServicesA financial-services-specific customer satisfaction template from a well-known survey brand, directly comparable in audience to our advisor survey. It covers general service satisfaction but is built as a static questionnaire rather than one with adaptive, response-driven probing.
優れている点
- Financial-services-specific framing, so questions align with the industry context
- Backed by SurveyMonkey's benchmarking and reporting tools
- Quick to deploy using a recognizable, trusted survey platform
物足りない点
- No adaptive AI follow-up questions — all respondents get the same fixed question set
- No specific mechanism to explore the reasoning behind a confidence or trust rating
- No automated per-response quality scoring or transparent prompt methodology
よくあるご質問
「Financial Advisor Client Satisfaction Survey」テンプレートにはどのような設問が含まれていますか？
すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to share feedback on your experience with your financial advisor. Your honest answers he…」・「In the last 12 months, how often did your advisor proactively reach out to you (calls, emails, meetings, portfolio updat…」・「How well does that level of contact match what you actually need?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか？
回答者は通常、14問を約7分で回答し終えます。
テンプレートは編集できますか？
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか？
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか？
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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