OLD - New Client Experience

* 1. Please rate your overall experience in becoming a client at McLean Asset Management Corporation.

Excellent

Good

Average

Below Average

Poor

* 2. Do you feel that MAMC provided sufficient materials to help you make an informed decision to join our firm?

Yes

No

* 3. Focusing on the quality of the content, please rate our presentation materials.

* 4. Focusing on the design of our deliverables, please rate our presentation materials.

* 5. Please rate the professionalism of your client service representative during the transition period.

6. What were the primary factors in your decision to join our firm? (Select all that apply)

Advisor knowledge

Professionalism

Transparency

Investment philosophy

Operational expertise

Education materials

Firm's strategic alliances (e.g., CPAs, Estate Attorneys, etc.)

Friend or Colleague's experience

Comments:

* 7. Will you refer new clients to MAMC?

Yes

Maybe

No

8. From your experience of the transition of your portfolio/s to MAMC, what could be done differently to improve the experiences of future clients?