Equity Release - First Impression Questions and Answers
Page 1
Your feedback for Financial adviser, [adviser full name]
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How would you rate your experience with [adviser first name] so far? (1 - poor to 5 - excellent)* |
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Please provide a brief comment about your experience with [adviser first name]*
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Page 2
Your feedback for Financial adviser, [adviser full name]
Feedback will remain private to the adviser and their firm
Are you going to use [adviser first name] services in the future?*
Yes
No
Maybe
Did [adviser first name] send a follow-up email promptly following the session?*
Yes
No
Did you discuss your reasons for wanting to pursue your goal(s)?*
N/a, we didn’t discuss goals
No
Yes, we discussed them
Yes, we discussed them in depth
How would [adviser first name] earn money from working with you?*
They would charge me a fee
They would charge me a fee, and earn commission on the mortgage from the lender
They would earn commission on the mortgage from the lender
Not sure
How did your understanding of the topic(s) you discussed change in your discussion with [adviser]?*
I didn’t learn much
I learned a little about the topics
I learned a lot about the topics
Which best describes your conversation with [adviser first name]?*
I didn’t feel that comfortable being open about my situation
I felt quite comfortable being open about my situation
I felt comfortable being open about my situation
I couldn’t have felt more comfortable being open about my situation
N/a, we didn’t discuss goals
I’m not sure what they would do to help
I’m quite clear on what they would do to help
I couldn’t be clearer on what they would do to help
