2024 Client Satisfaction Survey
We are committed to delivering exceptional service to you every day. Your feedback is invaluable as we continually look for ways to enhance your experience and help you achieve your long-term financial goals.
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1.
Please provide the name of your wealth advisor.
(Required.)
Jennifer Collins, CFP
Benjamin Dum, CFP
Andrew O'Gorman, CFP
Edward O'Gorman, MBA, CFA
Eric Wiegand, CFP
Heather Rivas, CPA, CFP
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2.
Please provide your name.
(Required.)
3.
How long have you been a client of River Wealth Advisors?
Less than six months
Six months to a year
1 - 5 years
6 - 10 years
10+ years
4.
Please describe the type of relationship you have with River Wealth Advisors.
Investment Management only
Financial Planning only
Mix of Investment Management and Financial Planning
If not a current Financial Planning client, are you interested in learning more about this value-add offering?
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5.
Overall, how satisfied are you with River Wealth Advisors?
(Required.)
Extremely satisfied
Satisfied
Dissatisfied
Please share any additional thoughts here.
6.
How satisfied are you with progress towards your financial goals?
Extremely satisfied
Satisfied
Dissatisfied
Please share any additional thoughts here.
7.
In what areas have we exceeded your expectations?
Relationship with your advisor
Management of your investment portfolio
Financial Planning services
Interactions with the River Wealth team
Communications and educational webinars
Partnership with your other trusted advisors
Legacy Mapping
Tax planning
Ease of access and scheduling of meetings
Other (please specify)
None of the above
8.
Are there any areas where we fell short of your expectations?
Relationship with your advisor
Management of your investment portfolio
Financial Planning services
Interactions with the River Wealth team
Personalized and educational communications
Partnership with your other trusted advisors
Legacy Mapping
Tax planning
Ease of access and scheduling of meetings
Other (please specify)
None of the above
9.
Please choose "Agree" or "Disagree" for the following statements.
Agree or Disagree
My advisor understands my financial needs and goals.
-- Select an option --
Agree
Disagree
My advisor is knowledgeable and experienced in wealth management.
-- Select an option --
Agree
Disagree
My advisor communicates with me clearly and often.
-- Select an option --
Agree
Disagree
My advisor is trustworthy.
-- Select an option --
Agree
Disagree
My advisor explains complex financial concepts in an easy-to-understand way.
-- Select an option --
Agree
Disagree
My advisor responds to my calls or emails in a timely manner.
-- Select an option --
Agree
Disagree
10.
Are you familiar with our team-based approach to service and do you know your team?
I am familiar with the team-based approach to service and know my team.
I am familiar with the team-based approach to service but do not know who is on my team.
I am not familiar with the team-based approach nor do I know who is on my team.
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11.
On a scale from 1 to 10, how likely are you to recommend River Wealth Advisors to a friend or colleague?
(Required.)
1 - Not Likely
2
3
4
5
6
7
8
9
10 - Very Likely
1 - Not Likely
2
3
4
5
6
7
8
9
10 - Very Likely
12.
What is one thing we could do differently to make your experience better in the future?
13.
Please provide any additional feedback or suggestions that will help us continue to improve.
