CLIENT SURVEY 2010
In our effort to continue to improve the service we provide to our clients, we are asking for your assistance in completing the following opinion and satisfaction survey.  Please feel free to skip any item that does not apply to you.  If you have any questions please do not hesitate to call us at (508)630-2200.

As always, we respect your privacy and will not disclose this information to any outside parties without your express written consent.

Please note to remain anonymous do not complete the top portion of this form.  If you have any concerns or complaints please be sure to identify yourself so we can give prompt attention to the matter.
Survey 2010
Client name:
E-mail:
Phone number:

I. Please rate our communications with you:
Frequency of communications:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Appropriateness of communications:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Clarity of communications:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Depth/Scope of communications:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
If you answered "Not satisfied" or "Somewhat satisfied" regarding the frequency
of our communications, would you like to hear from us:
More often   Less often  
How do you prefer receiving information from us?
Postal mail   E-mail   Telephone   Fax   Internet   In person  

II. Please tell us about your preferences for using our
website:
Are you interested in accessing your accounts online through our website?
Yes (please contact us for a password)   No   I already use online access  
If you currently use our website, do you have any suggestions for improving
content, layout, etc.?

III. Please tell us your preferences for
additional service/programs you would like us to offer: 
Check all that apply:
Regular market updates
Quarterly investment newsletters
Educational seminars on timely financial topics
Client appreciation events
Other (comments or suggestions):

 IV. Please rate our service attitude:
Office appearance:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Staff helpfulness:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Telephone skills:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
Timeliness of responses to your questions/inquiries:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
What can we do to better assist you in the future?

V. Please rate your overall satisfaction with our firm: 
Choose one:
Not satisfied   Somewhat satisfied   Satisfied   Very satisfied  
If you answered "Not satisfied" or "Somewhat satisfied", please explain how we can better meet
your expectations:

VI.  Please rate the following areas: 
How has working with your advisor improved your knowledge of investments and other financial
planning issues?
Not improved   Somewhat improved   Improved   Very improved  
How has working with your advisor improved your confidence in your financial decision-making?
Not improved   Somewhat improved   Improved   Very improved  
How heavily do you rely on your advisor in your financial decision-making?
Not at all   Rely somewhat   Rely   Heavily rely  
What would be the ideal degree to which you would rely on your advisor in your financial
decision-making?
Not at all   Rely somewhat   Rely   Heavily rely  
How would you like your relationship with your advisor to improve?
Please rate your overall relationship with your advisor:
Poor   Fair   Good   Excellent  
If you answered "Poor" or "Fair", what can your advisor do to improve your relationship?

VII. Please rate the following areas with regard to your
interaction with our staff: 
Someone is available when I need to talk with a staff member:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
I receive responses quickly:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
Everyone I interact with listens to me and understands my concerns:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
Everyone I interact with behaves in a professional manner:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
Problems I encounter are resolved to my satisfaction:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
Additional comments, concerns, or suggestions:

VIII. Please rate your overall opinion of the firm: 
I am satisfied with this firm:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
I would recommend this firm to others:
Disagree   Somewhat disagree   Indifferent   Somewhat agree   Agree  
If you responded "Disagree", "Somewhat disagree", or "Indifferent", please let us know how we can
improve your experience with Sullivan-Kreiss Financial, so that you feel comfortable
referring us to others:

We at Sullivan-Kreiss Financial appreciate your feedback in helping us to continue
to serve your needs. If you are happy with the expertise and service we have
demonstrated to you, one of the best compliments you can offer us is a referral.
If you can think of anyone who, like yourself, would be a good investment of our time,
we would appreciate the opportunity to introduce the firm to him or her. If you know
someone who is, for example, about to retire, selling a business, changing jobs,
or has received an inheritance, they are likely faced with a number of difficult
questions, questions to which we can bring some clarity. Please feel free to give us a
call at (508) 393-0000 or send us a note at kerri@sullivankreissfinancial.com if we
might be of service.

Thank you again for your feedback and for the continued pleasure of working with you!
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