ProVise Perspective$: Newsletter Feedback Survey

We Value Your Opinion

Sharing your opinion in this 5 question survey is crucial in helping us shape the future of our newsletter, ensuring it remains a valuable resource for you. Whether you're a long-time subscriber or a recent addition to our community, your insights will contribute to refining the content, format, and overall experience of our newsletter.

1.On a scale of 1 to 10 (10 being the best), how would you rate the overall value of the content provided in our ProVise Perspective$ newsletters?

1 star

2 stars

3 stars

4 stars

5 stars

6 stars

7 stars

8 stars

9 stars

10 stars

*2.Do you consider the newsletter:(Required.)

Too long

Too short

Just right

*3.How often do you read the ProVise Perspective$?(Required.)

Every time

Most of the time

Never

*4.Which specific types of information would you most benefit from seeing in our email communications - choose all that apply.(Required.)

ProVise Expertise in Financial Planning Articles (i.e., estate planning, college planning, tax-related strategies)

ProVise Summarized - Mass market economic or market news

ProVise Shareables (i.e., social media links, checklists and tips, videos, resources, etc.)

ProVise Events (webinars and in-person events)

Other (please specify)

*5.How likely are you to forward our email newsletter to a friend or colleague based on the value you perceive in its content?(Required.)

Very likely

Likely

Neither likely nor unlikely

Unlikely

6.Any additional feedback that you would like to share?

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