Mercer Advisors
Mercer Advisors Client Experience Survey
Client Full Name
Advisor
During times of advisor transitions, we strive to create a streamlined experience. How would you rate the transition process from your previous advisor to your new one?
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(0 = Very difficult, 10 = Smooth and easy)
What are the main reasons for your rating?
How satisfied are you with your new advisor?
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(0 = Not at all satisfied, 10 = Extremely satisfied)
What are the main reasons for your rating of your advisor?
How likely are you to recommend Mercer Advisors to a friend or family member?
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(0 = Not at all likely, 10 = Extremely likely)
What are the main reasons for your likelihood to recommend Mercer Advisors?
How easy is it to do business with Mercer Advisors?
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(0 = Very difficult, 10 = Extremely easy)
What are the main reasons for your rating of Mercer Advisors?
Most people find their advisor through their family or friends. Feel free to invite a loved one who you think would benefit from our wealth management expertise. What is your relationship to this person?
Family member
Work colleague
Friend
Acquaintance
Referral First Name
Referral Last Name
Referral Email
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