Survey Questions

Thank you for helping me improve my service!

As one of my valued clients, I appreciate the feedback that you are able to provide. I've tried to keep this survey really short - please feel free to give me the first response that comes to mind.

If you would prefer to chat - let me know in the comments block at the bottom!

Terence is knowledgeable and qualified to assist me with my financial planning needs
Completely satisfiedSatisfiedCould improveNot Happy

Terence contacts me regularly to stay in touch
Completely satisfiedSatisfiedCould improveNot Happy

Terence is professional and encouraging in his manner with me
Completely satisfiedSatisfiedCould improveNot Happy

Terence has met my expectations of a financial advisor
Completely satisfiedSatisfiedCould improveNot Happy

Terence's website and newsletters are informative and easy to engage with
Completely satisfiedSatisfiedCould improveNot Happy

If Terence left FNB and went into private practice, I would move with him
YesNoMaybe

I would be happy to refer Terence to my family and friends
YesNoMaybe

What would you like to see more of?

Anything you would like me to know?

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