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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.

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샘플 질문

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질문 14개 · 약 7분
Q01
메시지

Thanks for taking a few minutes to share feedback on your experience with your financial advisor. Your honest answers help improve the guidance and service you receive. Your responses are completely confidential and anonymized. This will take about 8 minutes.

Q02
객관식필수

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
의견 척도필수

How well does that level of contact match what you actually need?

척도: 1 – 5
최소:Far too little contact최대:Far too much contact
Q04
매트릭스필수

How much do you agree with each statement about your financial plan?

3개 행 × 5개 열
  • 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
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
의견 척도필수

How clearly do you understand the fees you pay for your advisor's services?

척도: 1 – 7
최소:Not clear at all최대:Completely clear
Q06
객관식필수

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
의견 척도필수

How confident are you that your advisor's guidance is genuinely in your best financial interest?

척도: 1 – 10
최소:Not confident at all최대:Extremely confident
Q08
의견 척도필수

How likely are you to recommend your advisor to a friend or colleague?

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q09
AI 인터뷰

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
순위 매기기

Rank these aspects of your advisor relationship from most to least important to you.

  1. Frequency and quality of communication
  2. Transparency about fees
  3. Investment performance
  4. Personalized, tailored advice
  5. Responsiveness when I have questions
드래그하여 순위 지정
Q11
객관식필수

How likely are you to continue working with this advisor over the next 12 months?

  • Very unlikely
  • Unlikely
  • Unsure
  • Likely
  • Very likely
Q12
객관식

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
객관식

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
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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 Template

This 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.

잘하는 점

  • 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

아쉬운 점

  • 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 Template

A 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.

잘하는 점

  • 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

아쉬운 점

  • 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 Services

A 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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