| |
As an established wealth management client with McLean Asset Management Corporation (MAMC) we value your opinion regarding your experience with us. Your feedback will enable us to better understand our strengths and weaknesses and help us focus our resources and service development on matters of importance to you.
Our survey takes approximately 10 minutes to complete. Your participation is completely anonymous; but you will be presented with the option to provide your name at the end if you wish.
Thank you very much for your time and support. Please click Continue below to begin the survey.
|
| |
|
|
|
|
|
|
|
| |
1. On your visits to MAMC, how would you rate our office appearance?
|
| |
Please let us know how we can improve the appearance of our office: Please let us know how we can improve the appearance of our office: |
|
| |
2. In your telephone interactions with MAMC staff, how would you rate our courtesy and responsiveness?
|
| |
Please let us know how we can improve: Please let us know how we can improve: |
|
| |
3. How would you rate the helpfulness of support staff?
|
| |
Please let us know how we can improve: Please let us know how we can improve: |
|
|
|
| |
| We welcome your comments & suggestions regarding your impressions of MAMC: | | |
|
|
|
|
| |
WEALTH MANAGEMENT SERVICES
In addition to Investment Planning, true Wealth Management includes Advanced Planning and Relationship Management. Advanced Planning encompasses four components known as Wealth Enhancement, Wealth Protection, Wealth Transfer and Charitable Giving. Relationship Management is the collaboration with selected outside specialists and experts, both with and on behalf of clients. |
| |
|
|
|
|
|
|
|
| |
Wealth Enhancement
One of the four components of Advanced Planning, Wealth Enhancement refers to the use of strategic activities designed to maximize your wealth in order to achieve your goals.
|
| |
|
|
|
| |
| 4. Has your advisor assisted you by recommending and/or implementing any of the following aspects of Wealth Enhancement (select all that apply)? |
| |
|
|
|
|
|
| Please rate your experience related to the Wealth Enhancement services your advisor provided:
|
|
|
|
|
|
| |
Wealth Protection
The Wealth Protection area of Advanced Planning is focused on identifying, controlling and mitigating risk to your wealth.
|
| |
|
|
|
| |
| 5. Has your advisor assisted you by providing evaluation, analysis, selection and/or implementation of any of the following Wealth Protection strategies (select all that apply)? |
| |
|
|
|
|
|
| Please rate your experience related to the Wealth Protection services your advisor provided:
|
|
|
|
|
|
| |
Wealth Transfer
Wealth Transfer encompasses succession planning and any activities and strategies used to ensure your wealth is passed down according to your preferences. |
| |
|
|
|
| |
| 6. Has your advisor assisted you by providing recommendations, selection and/or implementation of any of the following Wealth Transfer strategies (select all that apply)? |
| |
|
|
|
|
|
| Please rate your experience related to the Wealth Transfer services your advisor provided:
|
|
|
|
|
|
| |
Charitable Giving
The Charitable Giving component of Advanced Planning involves legacy planning and structuring your assets to fulfill any charitable intentions. |
| |
|
|
|
| |
| 7. Has your advisor assisted you in the area of Charitable Giving by providing guidance related to any of the activities listed below (select all that apply)? |
| |
|
|
|
|
|
| Please rate your experience related to the Charitable Giving planning services your advisor provided:
|
|
|
|
|
|
|
|
|
|
| |
| 8. Has your advisor assisted you by collaborating with other advisors such as those below (select all that apply)? |
| |
|
|
|
|
|
| Please rate your experience related to the Relationship Management services your advisor provided:
|
|
|
|
|
|
|
|
|
|
| |
| 9. Are you confident that your investments are aligned with your unique needs and goals? |
| |
Please tell us how we can do better: |
|
|
|
| |
| 10. Are ongoing communications and updates regarding developments affecting your investments timely and clear? |
| |
Please tell us how we can do better: |
|
|
|
| |
| 11. Are reviews of your investment peformance presented within the context of achievement of your financial goals? |
| |
Please tell us how we can do better: |
|
|
|
|
|
|
|
| |
12. My advisor has my best interests in mind.
|
| |
Please tell us how we can do better: Please tell us how we can do better: |
|
|
|
| |
13. My advisor demonstrates a proactive approach to our relationship.
|
| |
Please tell us how we can do better: Please tell us how we can do better: |
|
|
|
| |
14. My advisor has demonstrated leadership by keeping my informed and reassured during a turbulent market.
|
| |
Please tell us how we can do better: Please tell us how we can do better: |
|
|
|
| |
15. My advisor and his/her team reliably follow up with me when they say they will.
|
| |
Please tell us how we can do better: Please tell us how we can do better: |
|
|
|
| |
16. I consider my advisor and his/her team to be the center of my financial universe.
|
| |
|
|
|
|
|
|
|
|
| |
17. Overall, what is your level of satisfaction with your advisor, his/her team and MAMC in general?
|
| |
Please tell us how we can do better: Please tell us how we can do better: |
|
|
|
| |
18. Considering your complete experience with MAMC thus far, how likely would you be to recommend our services to a family member or colleague?
|
| |
Why is it you feel you would not be likely to recommend MAMC to a relative or colleague? Why is it you feel you would not be likely to recommend MAMC to a relative or colleague? |
|
|
|
|
|
|
|
| |
19. MAMC has contracted with a new software provider that we believe will result in improved investment reporting capabilities. This will include a new web-based secure portal through which clients will access their performance reports. In addition, the portal includes a secure vault for the safekeeping of other important client documents, such as copies of Wills, Trusts, Tax Returns, etc. Many people consider this to be a helpful convenience, as they can access all their important documents anytime in one place to view and/or print.
Will you be interested in using this secure vault feature? |
| |
Do you have concerns or is this simply a feature you don't find useful? Do you have concerns or is this simply a feature you don't find useful? |
|
|
|
| |
| 20. Would you be interested in taking part in a focus group or client advisory board as we consider future services or technology to offer to our clients? |
| |
Thank you for your interest. Please leave your name in the next field or contact your advisor to let him/her know. |
|
|
|
|
|
|
|
Loading...
