9. We sincerely try to answer all of your questions.
10. We make it easy for you to contact us.
11. Our employees seem to have a good understanding of all our products and services.
12. Would you/Have you shared information about our firm with someone else who has a need for financial services? Yes/No
If No, why not? ___________________________________________________
Sending out a survey to all of your clients one to two times per year is smart business. You may also want to send out a mid year survey to all of your newest clients.
Growing is something we want and need,
but when the goals are aggressive, the commitment to service and the organization need to be just as aggressive. You certainly don’t want the growth to be the reason your continued growth is stalled.