George Flemming CFP - feedback.htm


Take a moment and tell us how we're doing. (Average completion time is 4 minutes.)


1.	Performance of your investments.	. . . . . . . . . . . . . . . . . . . . .
2.	Comfort with your level of risk.	. . . . . . . . . . . . . . . . . . . . .
3.	Confidence that you have a coherent long-term investment strategy.	. . . . . . . . . . . . . . . . . . . . .
4.	Frequency of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
5.	Quality of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
6.	Frequency of telephone contact from myself or my office.	. . . . . . . . . . . . . . . . . . . . .
7.	Investment options and recommendations clearly explained to you.	. . . . . . . . . . . . . . . . . . . . .
8.	Ability to reach someone when you call.	. . . . . . . . . . . . . . . . . . . . .
9.	We react quickly when you make a request.	. . . . . . . . . . . . . . . . . . . . .
10.	Your questions are answered clearly.	. . . . . . . . . . . . . . . . . . . . .
11.	Your account is handled without problems or mistakes.	. . . . . . . . . . . . . . . . . . . . .
12.	Our website is informative and enjoyable.	. . . . . . . . . . . . . . . . . . . . .
13.	Our website is easy to understand and navigate.	. . . . . . . . . . . . . . . . . . . . .
14.	Our online newsletter is a useful resource.	. . . . . . . . . . . . . . . . . . . . .
15.	The one thing we could improve in our service is: (unlimited space - text will wrap)
16.	The one thing we could improve on our website is: (unlimited space - text will wrap)
17.	You would like to refer us to: (optional, but greatly appreciated)	Name : Phone:
18.	Your name: (optional, but helpful)	Name : Phone:
19.	Additional comments and/or suggestions? (unlimited space - text will wrap)

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