Family Follow-up Survey

Get the Feedback You Need

Reputation and performance matters. Selected’s Family Follow-Up Survey Program gives you meaningful feedback from families about their experience with your firm. By participating in the program, you can:

  • Cement a positive relationship with families
  • Learn first-hand from clients how well your staff is performing
  • Identify operational strengths and weaknesses
  • Fuel your reputation management efforts with real comments from satisfied clients
  • Recognize staff for high achievements
  • Know what corrective action is needed to improve your team’s performance

How it Works

By signing up, you will receive 100 free customized survey sets, each including a survey form, postage-paid return envelope and cover letter. You distribute the forms. Families can complete the hardcopy or online survey. Completed surveys are documented and reported monthly on a private, secure online portal. You also will receive an annual report that includes benchmarking data with trend analysis and breakout information comparing your firm with other participating member firms.

You can supplement the program to:

  • Track responses by location
  • Breakout responses by arranger
  • Add customized questions
  • Order additional survey sets
  • Receive hardcopies of reports and surveys

Have More Questions?

Contact Denise Zoephel or Donna Anderson at 800-323-4219.