About
Why The Center?
Let's Work Together
In The News
Awards and Recognition
Company News
Careers at The Center
Center Cares
Services
Financial Planning
Emerging Wealth Practice Group
High Net Worth Practice Group
Longevity Planning Practice Group
Investment Management
Speakers Bureau
Meet Your Team
Resources
Resources
Webinar Replays
Events
Blogs
Retiring Advisors
Login
Contact
About
Why The Center?
Let's Work Together
In The News
Awards and Recognition
Company News
Careers at The Center
Center Cares
Services
Financial Planning
Emerging Wealth Practice Group
High Net Worth Practice Group
Longevity Planning Practice Group
Investment Management
Speakers Bureau
Meet Your Team
Resources
Resources
Webinar Replays
Events
Blogs
Retiring Advisors
Login
Contact
Client Experience Survey
1. How important to you are the following services that The Center provides?
Financial Goal Identification
Very Important
Important
Somewhat Important
Not Important
Net Worth Preparation
Very Important
Important
Somewhat Important
Not Important
Cash Flow Budgeting
Very Important
Important
Somewhat Important
Not Important
Retirement Income Analysis
Very Important
Important
Somewhat Important
Not Important
Investment Management
Very Important
Important
Somewhat Important
Not Important
Tax Planning
Very Important
Important
Somewhat Important
Not Important
Estate Planning
Very Important
Important
Somewhat Important
Not Important
Risk Management/Insurance Planning
Very Important
Important
Somewhat Important
Not Important
Education Funding
Very Important
Important
Somewhat Important
Not Important
Long Term Care Planning/Plans for Aging
Very Important
Important
Somewhat Important
Not Important
Charitable Strategies
Very Important
Important
Somewhat Important
Not Important
Social Values - Based Investing
Very Important
Important
Somewhat Important
Not Important
Financial Advice During Divorce
Very Important
Important
Somewhat Important
Not Important
Coordination with other Professionals (CPA, Attorney)
Very Important
Important
Somewhat Important
Not Important
2. Are you aware of, and do you find value in, the following communications or events from The Center?
CenterVIEW Newsletter
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Investment Quarterly Newsletter
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Year-End Tax Planning Letter
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
In Person Client and Guest Events
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Webinars
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Discretionary Trade Summary Notifications
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
The Center's Website
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
The Center's Client Portal
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Raymond James Client Access
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
Social Media Communications (Facebook, LinkedIn, Twitter)
Aware and Find Valuable
Aware and Don't Find Valuable
Not Aware
3. What could we do to increase our value to you further?
4. How likely are you to recommend The Center to a friend or colleague?
10 – Extremely Likely and 1 – Not likely at all
10 - Extremely Likely
9
8
7
6
5
4
3
2
1 - Not likely at all
5. Is there anything else regarding your relationship with The Center that you'd like to note here?
6. Which lead Financial Planner do you work most closely with?
*
This is a required field
Lauren Adams, CFP®, CFA®
Sandy Adams, CFP®
Matt Chope, CFP®
Nick Defenthaler, CFP®
Peggy Hall-Davenport, CFP®
Kali Hassinger, CFP®, CDFA®
Bob Ingram, CFP®
Angela Palacios, CFP®, AIF®
Laurie Renchik, CFP®, MBA
Jacki Roessler, CDFA®
Matt Trujillo, CFP®
Timothy Wyman, CFP®, JD
Unsure
Name
*
This is a required field
First Name
Last Name
Email Address
*
This is a required field
Thank you!
