Worksheet five – Value Proposition
To assist us to continually meet your needs and expectations we would appreciate you taking 5
minutes to complete the survey below.
Good / Confident Very Good / Very Confident
Please rate the services below
Very
Poor
Poor
Average
Good
Very Good
How would you rate the overall services
provided to you?
What would you rate the level of service you
receive from your financial planner?
How well your needs and expectations met?
How well do you understand the services we
provide you?
How confident are you in referring our
services to a friend or colleague?
Transitioning to fee for service
2. Please indicate which three of the following services you would use the most frequently
Rating
Annual face to face appointments with your financial advisor
Unlimited access to your adviser during business hours
Monthly newsletter
Education seminars
Quarterly investment report
Christmas function
Service Rating
3. Please indicate which three of the following services you would use the least frequently.
Annual face to face appointments with your financial advisor
Unlimited access to your financial advisor during business hours
Monthly newsletter
Education seminars
Quarterly investment report
Christmas function
1