Annual Client Survey Annual Client Satisfaction Survey Kahler Financial Group endeavors to always put our clients first. As a part of our ongoing effort to improve your satisfaction, we are asking you to take a few minutes to fill out our annual client satisfaction survey. We change our processes and services at KFG based on your feedback and appreciate your honesty while completing this survey. All answers are kept anonymous to ensure the most honest feedback possible. Please rate how well you think Kahler Financial Group performs in the following areas: *Totally AgreeSomewhat AgreeAgreeSomewhat DisagreeDisagreeYou are treated as a valued client.Your individual portfolio(s) is designed to meet your specific financial goals.You feel satisfied with the performance of your investment portfolio.You feel your portfolio performance is in keeping with your expectationsYour financial advisor is knowledgeable and experienced in the financial services industry.Your financial advisor is proactive.Your financial advisor is trustworthy.Your financial advisor has a clear vision and understanding of your financial goods.Your financial advisor explains complicated investment concepts in an easy-to-understand manner.You receive value for the fee paid for our services. How important is it to have your investments managed by a fee-only financial advisor?*Extremely ImportantVery ImportantImportantSomewhat ImportantNot Important What best describes your "investment temperament" with respect to your portfolio under management?*I rely completely on my financial advisor and accept recommendationsI follow the markets and like to provide input to my financial advisor regarding my portfolio.I have expertise to manage my own portfolio, but lack the timeNone of the above How important is holistic, comprehensive financial planning? (As opposed to only investment advice)*Extremely ImportantVery ImportantImportantSomewhat ImportantNot Important How important is it that someone holding the Certified Financial Planner (CFPⓇ) certification is held to a fiduciary standard in all interactions with consumers rather than only when they are doing financial planning. *Extremely ImportantVery ImportantImportantSomewhat ImportantNot Important How important is it that your financial advisor is skilled and committed to supporting your emotional wellbeing, as well as financial wellbeing? *Extremely ImportantVery ImportantImportantSomewhat ImportantNot Important Please rate how Kahler Financial Goup performs in these areas:*Extremely SatisfiedVery SatisfiedSatisfiedSomewhat SatisfiedNot SatisfiedYou have meaningful meetings with your advisorYou are provided with investment reportsYou receive answers to your questions in a timely manner Which financial issues are most interesting and which do you most closely follow? (Check all that apply)*Retirement PlanningSocial SecurityCollege EducationTaxesGlobal Stock MarketsFinancial Planning/SavingAsset ProtectionEstate PlanningFinancial Counseling or TherapyBudgetingOther (please specify) Where do you get most of your financial news? (Check all the apply)*TVLocal RadioSatellite RadioOnlinePrint NewspaperMeetings with your advisorOne of the KFG BlogsOther (Please specify) Which of the following devices do you use to connect to the internet? (Check all that apply)*Laptop ComputerDesktop ComputerTabletIpadApple Smart Phone Android Smart PhoneOther (please specify) In a typical week, how likely are you to use social media sites?*Extremely LikelyVery LikelySomewhat LikelyNot LikelyN/A In a typical week, which of the following social media sites do you use most often? (Check all that apply)*FacebookTwitterLinkedInYouTubeGoogle N/AOther (please specify) How often do you follow Kahler Financial Group on social media when they post current news posts and blogs?*AlwaysOftenSometimesInfrequentlyNeverI do not use social media Do you feel you receive communications from Kahler Financial Group...*Way too much, they never leave me aloneA little more than I need toJust the right amountNot enoughNever Overall, how would you rate your satisfaction with Kahler Financial Group over the last year?*Extremely SatisfiedVery SatisfiedSatisfiedSomewhat SatisfiedNot Satisfied Please rate how Kahler Financial Group performs in these areas:*Extremely LikelyVery LikelyLikelySomewhat LikelyNot LikelyHow likely will you be to continue using services of Kahler Financial Group next year?How likely would be to refer one of your peers to Kahler Financial Group Do you have any additional questions or comments? Is there anything you feel needs to be addressed by KFG with you? If so, please make sure to leave your name and concern in the box below. If you do not leave your name, we will not know who you are.SubmitReset
