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?

012345678910(0 = Very difficult, 10 = Smooth and easy)

What are the main reasons for your rating?

How satisfied are you with your new advisor?

012345678910(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?

012345678910(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?

012345678910(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 memberWork colleagueFriendAcquaintance

Referral First Name

Referral Last Name

Referral Email

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“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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