COBLE CRAVENS Client Survey 2023

Question Title

* 1. What do you consider most important when selecting an advisor/agent? (Select all that apply.)

Competitive pricing

Client service

Appreciates my business

Wide range of products and solutions

Understanding my needs, business or industry

Quality of advice

Other (please specify)

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* 2. How would you rate us on the following?

	Excellent	Above Average	Average	Below Average
Quality of our responses to your questions and concerns	Quality of our responses to your questions and concerns Excellent	Quality of our responses to your questions and concerns Above Average	Quality of our responses to your questions and concerns Average	Quality of our responses to your questions and concerns Below Average
Quality of products and services	Quality of products and services Excellent	Quality of products and services Above Average	Quality of products and services Average	Quality of products and services Below Average
Timeliness of response	Timeliness of response Excellent	Timeliness of response Above Average	Timeliness of response Average	Timeliness of response Below Average
Level of professionalism	Level of professionalism Excellent	Level of professionalism Above Average	Level of professionalism Average	Level of professionalism Below Average
Ability to anticipate your needs and proactively provide assistance	Ability to anticipate your needs and proactively provide assistance Excellent	Ability to anticipate your needs and proactively provide assistance Above Average	Ability to anticipate your needs and proactively provide assistance Average	Ability to anticipate your needs and proactively provide assistance Below Average
Ease of working with us	Ease of working with us Excellent	Ease of working with us Above Average	Ease of working with us Average	Ease of working with us Below Average
Overall, how do you rate the service you receive from us?	Overall, how do you rate the service you receive from us? Excellent	Overall, how do you rate the service you receive from us? Above Average	Overall, how do you rate the service you receive from us? Average	Overall, how do you rate the service you receive from us? Below Average

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* 3. How likely is it that you would recommend Coble Cravens to a friend or colleague?

Not at all likely

Extremely likely

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* 4. What do we do well?

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* 5. How can we improve?

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* 6. What are your biggest challenges or concerns?

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* 7. How do you prefer to receive information? (Select all that apply.)

Mail

Text message

Phone call

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* 8. Do we communicate...?

Too often

Not enough

Just right

Other (please specify)

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* 9. Please indicate if you would like more information on any of the following services for Individuals and Families.

Financial planning

Investment management

Retirement planning

Personal property and casualty insurance

Life insurance

Other (please specify)

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* 10. Please indicate if you would like more information on any of the following services for Businesses.

Business planning

Employee benefits (health and voluntary)

Qualified plans

Commercial property and casualty insurance

Payroll and HR support

Other (please specify)

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* 11. Do you have any other comments, questions, or concerns?

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* 12. Please provide your first and last name

Thank you for completing our survey!

504 W. Main St, Ste 101
Arlington, TX 76010
817-462-4200
info@coblecravens.com
www.coblecravens.com

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.