Have you worked with another wealth advisor or wealth management firm in the past?
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If this was your first time working with a wealth advisor, were there any reasons why you were hesitant to work with one before?
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In a few sentences, please describe the reason you chose to work with Atlantic Wealth Advisors:
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Did you consider any other wealth management firms? If so, who did you consider and why?
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Have you ever been disappointed during our working relationship?
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Is there anything you wish was done differently during your time working with us?
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Are there any ways we have made your life better since you started working with us?
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What are you most happy about when you think about your time working with us?
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How likely are you to recommend us to a friend or colleague?
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(10 - very likely, 1 - not likely)
Is there anyone who comes to mind that may need our services?
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(i.e. a personal connection or local small business)
Would you be willing to provide us with a testimonial that we could publish on our website? If “yes” please use the space below to share it with us.
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We’re building a list of preferred vendors in the area. Are there any local businesses you would recommend to a friend who just moved to Hartford County?
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(i.e. a CPA, Attorney, landscaping company, snow removal service, handyman, therapist, nutritionist, etc.)
