Financial advisor client review survey template
Understanding of goals, clarity of advice, communication frequency, fees transparency and confidence.
4 questions · about 2 minutes to complete · free on every plan
Free account required. The template is copied into your workspace; edit anything before publishing.
- When to use it
- After the annual review meeting.
- Who it is for
- Advisory clients.
How to use this template
- Ask about trust and clarity of explanation, not only speed.
- Send it after the claim, application or appointment closes; response rates and recall both fall the longer you wait.
- Read open-text answers from the lowest scorers first; they explain the numbers.
Questions in the financial advisor client review template
1. My advisor…
matrix · Understands my goals, Explains options in plain language, Contacts me at the right frequency, Is transparent about fees, Acts in my interest
2. How confident do you feel about your financial plan?
rating
3. How likely are you to recommend your advisor?
nps
4. What would you like to discuss more often?
open text
What the results look like
IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.
1.My advisor…
120 answered| Statement | Strongly disagree | Disagree | Neutral | Agree | Strongly agree | n |
|---|---|---|---|---|---|---|
| Understands my goals | 10% | 13% | 18% | 24% | 35% | 120 |
| Explains options in plain language | 8% | 11% | 20% | 27% | 34% | 120 |
| Contacts me at the right frequency | 10% | 12% | 16% | 29% | 33% | 120 |
| Is transparent about fees | 12% | 13% | 22% | 27% | 27% | 120 |
| Acts in my interest | 6% | 13% | 26% | 23% | 32% | 120 |
2.How confident do you feel about your financial plan?
120 answered| Answer | Count | Percent |
|---|---|---|
| 1 | 14 | 12% |
| 2 | 16 | 13% |
| 3 | 17 | 14% |
| 4 | 27 | 23% |
| 5 | 46 | 38% |
3.How likely are you to recommend your advisor?
120 answered| Answer | Count | Percent |
|---|---|---|
| 0 | 6 | 5% |
| 1 | 5 | 4% |
| 2 | 6 | 5% |
| 3 | 6 | 5% |
| 4 | 17 | 14% |
| 5 | 9 | 8% |
| 6 | 10 | 8% |
| 7 | 5 | 4% |
| 8 | 14 | 12% |
| 9 | 19 | 16% |
| 10 | 23 | 19% |
How to read these questions
- matrix: Compare rows on the same column (for example, % agree) to find the weakest statement, then look at who rates it lowest.
- rating: Report the mean and the top-two-box share (the two highest points). Top-two-box is easier to explain and less sensitive to a few extreme answers.
- nps: NPS = % promoters (9–10) − % detractors (0–6). Check the margin of error before calling a change between two periods.
Frequently asked questions
What matters most in a financial services survey?
Trust, clarity of explanation, fairness, time to resolve, and whether the customer felt in control.
How long does the financial advisor client review survey take to complete?
About 2 minutes: 4 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.
Is this template free to use?
Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.
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