Financial Advisor Review Form
This comprehensive financial advisor review form helps wealth management firms and advisory practices measure client satisfaction with their advisors. The form evaluates critical aspects including trustworthiness, financial expertise, communication quality, responsiveness, and perceived value. Special attention is given to trust metrics and long-term relationship indicators, which are crucial in financial services. Use this feedback to identify top-performing advisors, areas for professional development, and opportunities to strengthen client relationships.
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export function financialAdvisor(form: FormTs) {
// Financial Advisor Review Form - Evaluate wealth advisor performance
// Demonstrates: MatrixQuestion for trust metrics, Multiple StarRatings, RatingScale (NPS), Slider, EmojiRating, SuggestionChips, dynamic styling
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Financial Advisor Feedback',
computedValue: () => 'Your confidential feedback helps us serve you better',
customStyles: {
backgroundColor: '#0f172a',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Advisor & Relationship Info
// ============================================
const advisorSection = form.addSubform('advisor', {
title: 'Your Advisor'
});
advisorSection.addRow(row => {
row.addTextbox('advisorName', {
label: 'Advisor Name',
placeholder: 'Enter your advisor\'s name',
isRequired: true
}, '1fr');
row.addDropdown('relationshipLength', {
label: 'How long have you worked together?',
options: [
{ id: 'new', name: 'Less than 1 year' },
{ id: '1-3', name: '1-3 years' },
{ id: '3-5', name: '3-5 years' },
{ id: '5-10', name: '5-10 years' },
{ id: '10+', name: 'More than 10 years' }
],
placeholder: 'Select duration',
isRequired: true
}, '1fr');
});
advisorSection.addRow(row => {
row.addDropdown('primaryService', {
label: 'Primary service received',
options: [
{ id: 'wealth', name: 'Wealth Management' },
{ id: 'retirement', name: 'Retirement Planning' },
{ id: 'investment', name: 'Investment Advisory' },
{ id: 'tax', name: 'Tax Planning' },
{ id: 'estate', name: 'Estate Planning' },
{ id: 'insurance', name: 'Insurance Planning' },
{ id: 'comprehensive', name: 'Comprehensive Financial Planning' }
],
placeholder: 'Select service'
}, '1fr');
row.addDropdown('meetingFrequency', {
label: 'How often do you meet?',
options: [
{ id: 'monthly', name: 'Monthly' },
{ id: 'quarterly', name: 'Quarterly' },
{ id: 'semi', name: 'Semi-annually' },
{ id: 'annual', name: 'Annually' },
{ id: 'as-needed', name: 'As needed' }
],
placeholder: 'Select frequency'
}, '1fr');
});
// ============================================
// SECTION 2: Trust & Confidence
// ============================================
const trustSection = form.addSubform('trust', {
title: 'Trust & Confidence',
isVisible: () => advisorSection.textbox('advisorName')?.value() !== null && advisorSection.textbox('advisorName')?.value() !== '',
customStyles: () => {
const trust = trustSection.slider('trustLevel')?.value() || 0;
if (trust >= 8) return { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' };
if (trust >= 5) return { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' };
if (trust >= 1) return { backgroundColor: '#fee2e2', padding: '16px', borderRadius: '8px' };
return { padding: '16px', borderRadius: '8px', border: '1px dashed #cbd5e1' };
}
});
trustSection.addRow(row => {
row.addSlider('trustLevel', {
label: () => {
const trust = trustSection.slider('trustLevel')?.value() || 0;
if (trust >= 9) return 'How much do you trust your advisor? VERY HIGH TRUST';
if (trust >= 7) return 'How much do you trust your advisor? HIGH TRUST';
if (trust >= 5) return 'How much do you trust your advisor? MODERATE TRUST';
if (trust >= 3) return 'How much do you trust your advisor? LOW TRUST';
return 'How much do you trust your advisor?';
},
min: 1,
max: 10,
step: 1,
defaultValue: 7,
showValue: true
});
});
trustSection.addRow(row => {
row.addMatrixQuestion('trustMatrix', {
label: 'Rate your confidence in each area',
rows: [
{ id: 'best-interest', label: 'Acts in my best interest', description: 'Puts your needs first', isRequired: true },
{ id: 'transparency', label: 'Transparent about fees', description: 'Clear about costs', isRequired: true },
{ id: 'honest', label: 'Honest and straightforward', description: 'Tells it like it is', isRequired: true },
{ id: 'confidential', label: 'Maintains confidentiality', description: 'Protects your information', isRequired: false },
{ id: 'ethical', label: 'High ethical standards', description: 'Professional integrity', isRequired: false }
],
columns: [
{ id: '1', label: 'Not Confident' },
{ id: '2', label: 'Somewhat' },
{ id: '3', label: 'Confident' },
{ id: '4', label: 'Very Confident' },
{ id: '5', label: 'Completely' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 3: Expertise & Knowledge
// ============================================
const expertiseSection = form.addSubform('expertise', {
title: 'Expertise & Knowledge',
isVisible: () => advisorSection.textbox('advisorName')?.value() !== null && advisorSection.textbox('advisorName')?.value() !== ''
});
expertiseSection.addRow(row => {
row.addStarRating('financialKnowledge', {
label: 'Financial & Investment Knowledge',
tooltip: 'Understanding of markets, products, and strategies',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
row.addStarRating('planningSkills', {
label: 'Financial Planning Skills',
tooltip: 'Ability to create comprehensive plans',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
});
expertiseSection.addRow(row => {
row.addStarRating('riskManagement', {
label: 'Risk Assessment & Management',
tooltip: 'Understanding your risk tolerance',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
row.addStarRating('marketInsights', {
label: 'Market & Economic Insights',
tooltip: 'Keeping you informed of trends',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
});
expertiseSection.addRow(row => {
row.addEmojiRating('confidenceInAdvice', {
label: 'How confident are you in the advice you receive?',
preset: 'satisfaction',
size: 'lg',
showLabels: true,
alignment: 'center'
});
});
// ============================================
// SECTION 4: Communication & Service
// ============================================
const communicationSection = form.addSubform('communication', {
title: 'Communication & Service',
isVisible: () => advisorSection.textbox('advisorName')?.value() !== null && advisorSection.textbox('advisorName')?.value() !== ''
});
communicationSection.addRow(row => {
row.addMatrixQuestion('communicationMatrix', {
label: 'Rate your advisor\'s communication',
rows: [
{ id: 'responsive', label: 'Responsiveness', description: 'Returns calls/emails promptly', isRequired: true },
{ id: 'proactive', label: 'Proactive Outreach', description: 'Reaches out with updates', isRequired: true },
{ id: 'explains', label: 'Clear Explanations', description: 'Explains concepts understandably', isRequired: true },
{ id: 'listens', label: 'Active Listening', description: 'Understands your concerns', isRequired: true },
{ id: 'available', label: 'Availability', description: 'Easy to reach when needed', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
communicationSection.addRow(row => {
row.addCheckboxList('communicationChannels', {
label: 'Which communication methods work best for you?',
options: [
{ id: 'phone', name: 'Phone calls' },
{ id: 'email', name: 'Email updates' },
{ id: 'video', name: 'Video meetings' },
{ id: 'in-person', name: 'In-person meetings' },
{ id: 'portal', name: 'Client portal' },
{ id: 'text', name: 'Text messages' }
],
orientation: 'horizontal'
});
});
// ============================================
// SECTION 5: Value & Results
// ============================================
const valueSection = form.addSubform('value', {
title: 'Value & Results',
isVisible: () => advisorSection.textbox('advisorName')?.value() !== null && advisorSection.textbox('advisorName')?.value() !== ''
});
valueSection.addRow(row => {
row.addStarRating('valueForFees', {
label: 'Value for fees paid',
tooltip: 'Is the service worth what you pay?',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
row.addStarRating('goalProgress', {
label: 'Progress toward your financial goals',
tooltip: 'Are you on track?',
maxStars: 5,
size: 'lg',
alignment: 'center'
}, '1fr');
});
valueSection.addRow(row => {
row.addRadioButton('performanceSatisfaction', {
label: 'How satisfied are you with portfolio performance (relative to expectations)?',
options: [
{ id: 'very', name: 'Very satisfied - Exceeded expectations' },
{ id: 'satisfied', name: 'Satisfied - Met expectations' },
{ id: 'neutral', name: 'Neutral - About what I expected' },
{ id: 'dissatisfied', name: 'Dissatisfied - Below expectations' },
{ id: 'very-dissatisfied', name: 'Very dissatisfied' }
],
orientation: 'vertical'
});
});
valueSection.addRow(row => {
row.addSuggestionChips('additionalServices', {
label: 'What additional services would be valuable to you?',
suggestions: [
{ id: 'tax', name: 'Tax Optimization' },
{ id: 'estate', name: 'Estate Planning' },
{ id: 'insurance', name: 'Insurance Review' },
{ id: 'education', name: 'College Planning' },
{ id: 'charitable', name: 'Charitable Giving' },
{ id: 'business', name: 'Business Planning' },
{ id: 'family', name: 'Family Meetings' },
{ id: 'reports', name: 'Enhanced Reporting' }
],
max: 3,
alignment: 'center'
});
});
// ============================================
// SECTION 6: Overall Rating & Recommendation
// ============================================
const overallSection = form.addSubform('overall', {
title: 'Overall Assessment',
isVisible: () => advisorSection.textbox('advisorName')?.value() !== null && advisorSection.textbox('advisorName')?.value() !== '',
customStyles: () => {
const nps = overallSection.ratingScale('advisorNps')?.npsCategory();
if (nps === 'promoter') return { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' };
if (nps === 'passive') return { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' };
if (nps === 'detractor') return { backgroundColor: '#fee2e2', padding: '16px', borderRadius: '8px' };
return { padding: '16px', borderRadius: '8px', border: '1px dashed #cbd5e1' };
}
});
overallSection.addRow(row => {
row.addStarRating('overallRating', {
label: () => {
const name = advisorSection.textbox('advisorName')?.value() || 'your advisor';
return `Overall satisfaction with ${name}`;
},
maxStars: 5,
size: 'xl',
alignment: 'center',
showConfettiOnMax: true
});
});
overallSection.addRow(row => {
row.addRatingScale('advisorNps', {
preset: 'nps',
label: 'How likely are you to recommend this advisor to friends or family?',
showSegmentColors: true,
showCategoryLabel: true,
showConfettiOnPromoter: true,
alignment: 'center',
isRequired: true
});
});
overallSection.addRow(row => {
row.addRadioButton('continueWorking', {
label: 'Do you plan to continue working with this advisor?',
options: [
{ id: 'definitely', name: 'Definitely yes - Long-term relationship' },
{ id: 'likely', name: 'Likely yes' },
{ id: 'unsure', name: 'Unsure - Need to evaluate' },
{ id: 'unlikely', name: 'Unlikely - Considering alternatives' },
{ id: 'no', name: 'No - Planning to change advisors' }
],
orientation: 'vertical'
});
});
// Concern section for at-risk clients
const concernSection = form.addSubform('concerns', {
title: 'We Want to Help',
isVisible: () => {
const cont = overallSection.radioButton('continueWorking')?.value();
return cont === 'unsure' || cont === 'unlikely' || cont === 'no';
},
customStyles: {
backgroundColor: '#fef3c7',
padding: '16px',
borderRadius: '8px',
borderLeft: '4px solid #f59e0b'
}
});
concernSection.addRow(row => {
row.addTextarea('concernDetails', {
label: 'Please help us understand your concerns',
placeholder: 'What would need to change for you to feel more confident in this relationship?',
rows: 3,
autoExpand: true
});
});
concernSection.addRow(row => {
row.addCheckbox('contactMe', {
label: 'I would like someone from the firm to contact me about my concerns'
});
});
// ============================================
// SECTION 7: Additional Feedback
// ============================================
const feedbackSection = form.addSubform('feedback', {
title: 'Additional Comments',
isVisible: () => overallSection.starRating('overallRating')?.value() !== null
});
feedbackSection.addSpacer();
feedbackSection.addRow(row => {
row.addTextarea('additionalFeedback', {
label: 'Any additional feedback for your advisor or our firm?',
placeholder: 'Share any other thoughts, suggestions, or specific experiences...',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 8: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Feedback Summary',
isVisible: () => overallSection.starRating('overallRating')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const advisorName = advisorSection.textbox('advisorName')?.value() || 'Advisor';
const duration = advisorSection.dropdown('relationshipLength')?.value();
const overall = overallSection.starRating('overallRating')?.value();
const nps = overallSection.ratingScale('advisorNps')?.npsCategory();
const trust = trustSection.slider('trustLevel')?.value();
const knowledge = expertiseSection.starRating('financialKnowledge')?.value();
const planning = expertiseSection.starRating('planningSkills')?.value();
const value = valueSection.starRating('valueForFees')?.value();
const continueWork = overallSection.radioButton('continueWorking')?.value();
if (!overall) return '';
const durationLabels: Record<string, string> = {
'new': '< 1 year',
'1-3': '1-3 years',
'3-5': '3-5 years',
'5-10': '5-10 years',
'10+': '10+ years'
};
const continueLabels: Record<string, string> = {
'definitely': 'Long-term',
'likely': 'Likely',
'unsure': 'Evaluating',
'unlikely': 'At Risk',
'no': 'Leaving'
};
let summary = `ADVISOR SCORECARD\n`;
summary += `${'═'.repeat(24)}\n\n`;
summary += `Advisor: ${advisorName}\n`;
summary += `Tenure: ${durationLabels[duration || ''] || 'Unknown'}\n`;
summary += `\n${'─'.repeat(24)}\n\n`;
summary += `Overall: ${'★'.repeat(overall)}${'☆'.repeat(5 - overall)} (${overall}/5)\n`;
if (trust) {
summary += `Trust Level: ${trust}/10\n`;
}
if (knowledge) {
summary += `Knowledge: ${'★'.repeat(knowledge)}${'☆'.repeat(5 - knowledge)}\n`;
}
if (value) {
summary += `Value: ${'★'.repeat(value)}${'☆'.repeat(5 - value)}\n`;
}
if (nps) {
summary += `\nNPS: ${nps.charAt(0).toUpperCase() + nps.slice(1)}\n`;
}
if (continueWork) {
summary += `Retention: ${continueLabels[continueWork]}`;
}
return summary;
},
customStyles: () => {
const nps = overallSection.ratingScale('advisorNps')?.npsCategory();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '13px'
};
if (nps === 'promoter') {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
} else if (nps === 'passive') {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
} else if (nps === 'detractor') {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#f8fafc', borderLeft: '4px solid #64748b' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Feedback',
isVisible: () => overallSection.ratingScale('advisorNps')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Feedback',
message: 'Your confidential feedback is invaluable in helping us maintain the highest standards of financial advice and client service. We take every response seriously.'
});
}
Frequently Asked Questions
How often should clients evaluate their financial advisor?
Annual comprehensive reviews are standard, typically around the anniversary of the relationship or after annual portfolio reviews. Additional brief pulse checks can be sent after significant interactions like major financial decisions or life events.
Why is trust measurement so important for financial advisors?
Trust is the foundation of financial advisory relationships. Clients entrust advisors with their life savings and financial futures. High trust scores correlate with client retention, referrals, and assets under management growth. Low trust is an early indicator of potential client departure.
What's a good satisfaction score for financial advisors?
In financial services, expectations are high. A score of 4.5/5.0 or above is considered excellent. Scores below 4.0 may indicate relationship risk. Compare advisor scores against practice averages and consider client tenure - longer relationships often have higher expectations.
How do I handle negative feedback about a specific advisor?
Treat it as an opportunity to save the relationship. Reach out personally within 48 hours to understand concerns. Many clients appreciate proactive response to feedback. For recurring issues across multiple clients, consider coaching or training interventions.
Should I ask about performance returns?
Focus on communication about performance rather than returns themselves, which depend on market conditions. Ask about explanation clarity, expectation setting, and how well the advisor contextualizes performance. This provides more actionable feedback.