Q01
Message
All templatesFinance & 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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
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.
- Frequency and quality of communication
- Transparency about fees
- Investment performance
- Personalized, tailored advice
- 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 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.
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 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.
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 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.
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
Frequently asked questions
What questions are in the “Financial Advisor Client Satisfaction Survey” template?
The template includes 14 ready-to-use questions, starting with: “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?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 14 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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