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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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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

14 questions · ~7 min
Q01
Message

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. This will take about 8 minutes.

Q02
Multiple ChoiceRequired

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
Opinion ScaleRequired

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

Scale: 1 – 5
Min:Far too little contactMax:Far too much contact
Q04
MatrixRequired

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

3 rows × 5 columns
  • 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
Opinion ScaleRequired

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

Scale: 1 – 7
Min:Not clear at allMax:Completely clear
Q06
Multiple ChoiceRequired

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
Opinion ScaleRequired

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

Scale: 1 – 10
Min:Not confident at allMax:Extremely confident
Q08
Opinion ScaleRequired

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

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q09
AI Interview

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
Ranking

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
Drag to rank
Q11
Multiple ChoiceRequired

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

  • Very unlikely
  • Unlikely
  • Unsure
  • Likely
  • Very likely
Q12
Multiple Choice

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
Multiple Choice

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
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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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