Feedback Survey

Feedback Survey – OmniMed Financial & Insurance

If you would like to be contacted by us regarding this survey or anything else, please enter your name. However, if you would like for your responses to remain anonymous, you may leave this blank

Overall, how satisfied are you with the services that our firm provides to you? *

Very Satisfied

Satisfied

Neutral

Dissatisfied

Very Dissatisfied

Overall, how satisfied are you with your client/advisor relationship? *

Very Satisfied

Satisfied

Neutral

Dissatisfied

Very Dissatisfied

Please rate the following and comment on any low rating.

Ease in understanding the planning process

Agree Stongly

Agree

Neutral

Disagree

Disagree Strongly

General Comments On Above Questions:

Please tell us how we can best serve you?

FIRM OVERVIEW:

Our firm is your primary advisor regarding all financial matters

Yes

Neutral

N/A

You feel the office of our firm is inviting and comfortable

Yes

Neutral

N/A

You feel both the advisor and the support staff of our firm present themselves in a professional manner

Yes

Neutral

N/A

You believe our firm utilizes technology as an efficient conduit to create more personalized time with you

Yes

Neutral

N/A

You feel the correspondence from our firm is professional, well organized and easily understood

Yes

Neutral

N/A

CLIENT/ADVISOR RELATIONSHIP

You believe your advisor is entirely objective and independent in their recommendations

Yes

Neutral

N/A

You feel your advisor is available if you need to get in touch with them

Yes

Neutral

N/A

You feel your advisor sincerely cares about fulfilling your goals regarding your financial well being

Yes

Neutral

N/A

You feel your advisor listens attentively to your needs

Yes

Neutral

N/A

You feel your advisor has your best interest in mind

Yes

Neutral

N/A

You feel the support staff (non-advisors) are extremely competent and willing to handle your questions, concerns and issues

Yes

Neutral

N/A

You feel you can contact us when you have a question or concern

Yes

Neutral

N/A

CLIENT COMMUNICATION

You are contacted by our firm as frequently as you would like

Yes

Neutral

N/A

You are contacted in the manner/method you prefer

Yes

Neutral

N/A

You review each commentary/newsletter sent to you by our firm

Yes

Neutral

N/A

You review our company website on a regular basis

Yes

Neutral

N/A

You review each email sent to you by our firm

Yes

Neutral

N/A

FINANCIAL PLANNING PROCESS

You believe our firm offers sophisticated investment advice and financial planning services

Yes

Neutral

N/A

You believe your advisor makes a concerted effort to customize your financial plan to your needs and risk tolerance

Yes

Neutral

N/A

You believe your advisor makes a concerted effort to thoroughly explain the firm's philosophies and strategies

Yes

Neutral

N/A

You are gaining value from the financial planning service you receive (retirement planning, estate planning, tax planning, etc.)

Yes

Neutral

N/A

You feel comfortable notifying your planner as life changes occur

Yes

Neutral

N/A

You feel you are progressing toward your personal financial planning and investment management goals

Yes

Neutral

N/A

INVESTMENT MANAGEMENT SERVICES

You feel the statements and performance reports from our firm are professional, well organized and easily understood

Yes

Neutral

N/A

In the current economic environment, you feel your wealth is being managed properly

Yes

Neutral

N/A

You are comfortable with the volatility (risk) of your portfolio over the last twelve months

Yes

Neutral

N/A

You have a clear understanding of your Investment Policy Statement

Yes

Neutral

N/A

You are gaining value from the investment management service you are receiving (monitoring, investments, rebalancing, adhering to the Investment Strategy)

Yes

Neutral

N/A

You feel you take advantage of the services offered through OmniMed Financial & Insurance

Yes

Neutral

N/A

SUGGESTIONS/COMMENTS

How likely would you be to refer our firm to a colleague, peer, friend, or family member?

Very Likely

Likely

Neutral

Unlikely

Very Unlikely

Who comes to mind?

If you answered Very Likely or Very Unlikely, please tell us why

Is there anything we could do to encourage you to refer clients to OmniMed Financial & Insurance?

How often would you like to be personally contacted by someone at OmniMed Financial & Insurance?

Once per week

Once per month

Once per quarter

Twice per year

Once per year

Other (Please specify)

In what areas could our firm most improve?

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Feedback Survey

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