Sample Client Survey Questions
Use these sample questions to build your firm’s annual client survey. Download
Tag: FPA Access
Resources accessible for FPA users
Sample Process – Implementation Meeting (Editable)
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Editable document. Download
Sample Process – Implementation Meeting
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Download
Sample Process – Proposal Meeting (Editable)
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Editable document. Download
Sample Process – Proposal Meeting
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Download
Sample Process – Discovery Meeting (Editable)
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Sample Process – Discovery Meeting
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Stairstep Questions
Use the questions in this resource during your first meeting with a prospect to learn how you can add value to their situation. Download
Discovery Questions
Use the questions in this resource to connect with clients and prospects and help build trust, rapport, and loyal relationships. Download
Sample Client Bill of Rights
Use this sample to create your own “Client Bill of Rights” to share your dedication to transparency and service with prospects and clients. Download