OLD - Existing Client Satisfaction & Referrals

Please identify the range that best encompasses your total assets.

Less than $1,000,000

$1,000,000 to $5,000,000

$5,000,000 to $10,000,000

$10,000,000 to $20,000,000

More than $20,000,000

Prefer not to answer

Which of our services do you find the most important? (Select all that apply)

Which of our services could we improve upon? (Select all that apply)

Have you thought about changing financial advisors in the last year?

Yes

No

Please comment on why you decided to keep MAMC as your Registered Investment Advisor (RIA).

Are you comfortable referring new clients to MAMC?

Yes

No

Can MAMC help you refer friends, family and colleagues through an incentive program, access to investment education, or something else?

Incentive program

Access to investment education materials

Other

How satisfied are you with the overall relationship to MAMC?

Would you consider MAMC and your Wealth Advisor to be at the center of your financial universe?

Yes

No

Comments