Surveys for Financial Advisors

Use cases for financial advisors

Advisory quality rating

Rate the quality of financial advice, plan clarity and portfolio performance communication after each review meeting.

Advisor relationship tracking

Track how clients perceive their advisor relationship over time — data that drives retention and AUM growth.

Client loyalty (NPS)

Measure referral likelihood among your client base. Identify promoters ready to introduce new prospects.

Communication preference

Learn how clients prefer to receive updates — quarterly calls, monthly emails, or real-time portal alerts.

At-risk client identification

Filter clients whose satisfaction scores fall from one survey to the next to spot those who may be considering other advisors. Intervene early.

Post-review meeting feedback

Quick survey after each portfolio review captures immediate impressions on value and clarity.

SurveyNinja features for financial advisors

Survey link after each meeting

Add the survey link to the follow-up you send after each review meeting or planning session, while the conversation is fresh.

Relationship health dashboard

Track client satisfaction over time with trend lines. Spot declining trust before it leads to asset outflows.

See low ratings right away

Every response arrives as an instant e-mail (or Telegram) notification, so you see a low client rating right away. Schedule a personal call within 24 hours.

Referral requests for every client

Every client receives the same tasteful referral request, whatever their score. Each response also arrives as an instant e-mail notification, so you can follow up on low scores personally.

AUM-weighted analytics

View satisfaction scores weighted by assets under management — prioritize your highest-value relationships.

Responses in your CRM

Send new responses to Wealthbox, Redtail or Salesforce through Zapier or webhooks, and add the survey link to the review-meeting follow-up you already send.

How to collect financial advisory feedback

The survey is a link: send it by e-mail, QR code or website widget, or in the SMS and messenger messages your own tools already send. It takes 1–2 minutes to answer

Post-meeting email

Survey link in your review-meeting follow-up, with a professional tone matched to your brand

Quarterly check-in SMS

Brief satisfaction pulse between meetings to maintain ongoing dialogue

QR at office

Clients scan after in-person meetings for immediate impressions

Personal follow-up link

Survey link included with quarterly performance summaries

Client portal widget

Feedback form embedded in your wealth management portal

Frequently Asked Questions

When should financial advisors survey clients?

Send onboarding NPS at 90 days, post-review-meeting pulses (within 24h), annual relationship NPS, and post-major-event surveys (retirement, inheritance, market downturn response).

What questions should financial advisor surveys include?

Advisor responsiveness, planning quality and depth, performance reporting clarity, fee transparency, technology/portal experience, peace of mind delivered and NPS. Avoid asking about investment returns directly (compliance risk).

How do surveys help retain assets during market downturns?

Brief pulse surveys during volatility catch worried clients before they call to liquidate. Advisors can step in with a reassurance call, a rebalancing review or a risk profile update while the client is still open to talking.

Can I evaluate individual advisors and service teams?

Yes. Each survey tags lead advisor, service team, CSA and household. Principals see ranked dashboards; reward top advisors and identify training/coaching needs. Drives compensation and book transitions.

How do surveys help grow referrals?

After each review meeting, every client gets the same invitation to introduce a friend, with suggested wording, whatever their score. Every response also arrives as an instant e-mail notification, so the advisor sees low scores right away and can make a personal call. Referrals bring in prospects who already trust your work.

How should advisors handle SEC rules in client surveys?

Keep client-specific investment performance language out of the survey (per the SEC Marketing Rule) and ask about service instead. A compliance reviewer can check the survey before you send it, and your firm decides who sees the results.

Does SurveyNinja integrate with wealth management platforms?

Yes, through webhooks, Zapier and the API. Add the survey link to the follow-up e-mail you already send after a review meeting or milestone, and send responses to Redtail, Wealthbox or your CRM through Zapier or webhooks.

How am I alerted to at-risk clients in real time?

Every response arrives as an instant e-mail (or Telegram) notification, so the advisor sees a low score or a comment like "transferring assets", "complaint" or "fee shock" right away. You can also send responses to Slack through Zapier. A same-day call can save the relationship before paperwork is filed.

Can I start from a template?

Yes. Start from a template such as Client Intake Form, Customer Satisfaction Survey or NPS Survey and change the questions for 90-day onboarding, post-review meetings, annual relationship NPS, a market downturn pulse, advisor recruiting and offboarding.

How do surveys help advisors win larger accounts?

Surveys to your largest current clients reveal what they value about your practice. Use those insights in prospect meetings to explain what sets you apart from large banks and brokerages, backed by what real clients say.

Start free — scale as your feedback program grows

Choose the plan that matches your response volume and reporting needs. Full pricing

Free

$0/mo No time limit and no credit card required

Free — forever

Up to 50 surveys
100 responses/mo
30 questions per survey
Logic, export, API and MCP

Start free

Basic

$15/mo per month, billed annually

For small teams and regular feedback collection

100 surveys per account
1,000 responses per month
50 questions per survey
1 GB storage, files up to 100 MB
Image, video & audio in questions
Custom themes and your logo
Matrix, file upload and research question types
Response filters

Choose plan

Standard

$37/mo per month, billed annually

For marketing, HR and product research

500 surveys per account
5,000 responses per month
100 questions per survey
3 GB storage, files up to 300 MB
Response limit and deadline
Survey and question timers
No SurveyNinja branding
Incomplete responses

Choose plan

14 days free

Premium

$69/mo per month, billed annually

For large teams and advanced automation

∞ surveys per account
20,000 responses per month
∞ questions per survey
6 GB storage, files up to 500 MB
Custom roles for the team
Custom domain
AI report on responses
Promo codes

Start trial

Enterprise

On request

Custom plan for large companies

Unlimited resources
Up to 1,000,000 responses/month
Flexible task-based limits
Priority support
Number of seats
Monthly response limits
Disk space
Personal manager

Use cases for financial advisors

Advisory quality rating

Advisor relationship tracking

Client loyalty (NPS)

Communication preference

At-risk client identification

Post-review meeting feedback

Templates to start from

SurveyNinja features for financial advisors

Survey link after each meeting

Relationship health dashboard

See low ratings right away

Referral requests for every client

AUM-weighted analytics

Responses in your CRM

How to collect financial advisory feedback

How it works

Start from a template

Share with your audience

Analyze and act

Example questions for financial advisor surveys

Frequently Asked Questions

When should financial advisors survey clients?

What questions should financial advisor surveys include?

How do surveys help retain assets during market downturns?

Can I evaluate individual advisors and service teams?

How do surveys help grow referrals?

How should advisors handle SEC rules in client surveys?

Does SurveyNinja integrate with wealth management platforms?

How am I alerted to at-risk clients in real time?

Can I start from a template?

How do surveys help advisors win larger accounts?

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Start free — scale as your feedback program grows

Start collecting client feedback for your practice