Family Follow-Up Survey Program

The Family Follow-Up Survey Program

Successful businesses listen to their clients. Selected's Family Follow-Up Survey Program provides you with tools and reports to learn what families think of your firm, your staff and your services.

When you participate, you also learn how your firm compares to other Selected members in client family satisfaction.

Click on the links below:

Program Brochure (Featuring New Arranger Tracking and Reporting Option!)


The Family Follow-Up Survey Program At a Glance

  • no-cost benefit for Selected members.
  • easy to use - families can respond by paper survey or online.
  • easy to review - read your annual and monthly reports via a private, online portal.
  • families respond honestly - Selected partners with a third-party firm to foster honest answers.
  • meet Selected's requirement to survey your client families each year.

Learn More:

Ready to Start Using the Program?

Complete the Response Form & Options Order Form and submit to Headquarters.


Program questions can be directed to Donna Anderson or Denise Zoephel via email or at 800-323-4219.

 Already using the program? 
 Click here to enter your support area