Financial Advisor Client Survey
Trust, clarity, and proactivity – how clients actually grade their advisor.
4 questions · 1 page · about 1 minute to answer · fully editable after you start
Clients rarely fire advisors over returns; they leave over feeling unheard, talked over, or contacted only at review season. This survey measures the relationship fundamentals – listening, jargon-free explanations, proactive contact, and confidence in the plan – the relationship metrics clients themselves judge an adviser on.
Send it annually, not attached to a review meeting, so the answers grade the year rather than the last conversation. The explains-clearly score is your practice's real differentiator; guard it.
Template preview
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Page 1
Your advisory relationship
This survey asks how well your adviser is serving you and how confident you feel about your plan. Your answers help us improve our advice and service. It takes about 1 minute.
Q1.How does your advisor do on...*
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Listening to what matters to you | |||||
| Explaining without jargon | |||||
| Proactive contact (not just review season) | |||||
| Responsiveness when you reach out |
Q2.How confident are you in your financial plan?*
Q3.How likely are you to recommend your advisor?
Q4.What financial question is on your mind that we have not discussed?
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