The Advisors Group ^ Helping You Plan For What You Value Most

Client Survey
In order to better serve you and meet your expectations, it is very helpful to us to receive an annual update of your perceptions regarding various aspects of the services rendered by all of us at The Advisors Group. Thank you for taking the time to complete this form.

Note: Please rate on a scale of 1 to 10, 10 being the highest rating.

My advisor has a complete understanding of my financial goals and objectives.

My advisor is knowledgable and demonstrates technical proficiency in making financial recommendations and giving advice.

My advisor recommends appropriate financial strategies and products necessary to attain
my financial goals.

My planning strategies and investment products have performed to my expectations
relative to my investment policy.

Our staff has handled all the service inquiries/issues promptly and efficiently.

I am satisfied with my accessibility to my advisor.

The communication and contact from The Advisors Group has met or exceeded my expectations.

I am satisfied that my best interests are being represented by The Advisors Group.

How would you describe your overall relationship with The Advisors Group?

How do you feel about introducing us to some of your friends who should know more
about the kind of work we do?

Please elaborate on any of the above questions or give additional feedback
on topics not listed above.

Client Name:*

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