Client Feedback Survey

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* 1. How do you prefer to receive our monthly newsletters?

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* 2. How satisfied are you with the financial planning and wealth management services you are receiving from us?

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* 3. What improvements can we make to our services?

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* 4. Would you be willing to write a testimonial for our team or your specific advisor?

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* 5. If yes, please feel free to write your testimonial below:

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* 6. Please provide your name (you may remain anonymous if you wish):

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