First Name
Last Name
Email
*
The team contacts me proactively about my financial portfolio:
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The team always answers or returns my calls within 24 hours:
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The financial advice I receive aligns directly with my personal goals:
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The team clearly communicates my progress toward reaching my goals:
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The team helps me easily understand my investment performance:
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The team always puts my interests first:
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I am pleased with the overall service and attention I receive from Lundervold Financial:
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What does Lundervold Financial do well?
If you could change or improve one thing about your experience with us, what would it be?
Are there any events that we have done that you would like us to do again?
What types of events would you like us to host in the future?
On a scale of 0 to 10, how likely are you to recommend Lundervold Financial to a friend, family member or colleague?(Scale: 0 = Not at All Likely, 10 = I’m Recommending You)
0
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10
Are you comfortable introducing people to us?
Yes
No
If yes, what is your preferred method of introduction? (Please check all that apply)
Bringing a guest to a fun client event
Attending an educational event together
Bringing a guest to a dinner seminar
Introducing a guest to the team directly
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