Customer Quote:
"This is a wonderful service. Please feel free to use us as a reference for any other advisors, RIAs, and/or B/Ds that are out there that are thinking about using your services."
Craig Phillips CFP,Managing Partner of Client 1st Advisors
Overview
This program provides Venture Capital Firms with a structured methodology for collecting measurable partner feedback annually that is independent, unbiased, and confidential.
Frequently Asked Questions
Easy to Execute - Just Send an Email; We Do the Rest!
Our survey process is quick, easy and efficient. After you enroll, our research team will help you launch the survey, analyze the results, and email you the final report(s). Learn more>>
Key Insights & Learnings
Each survey has been designed by an expert panel and designed to reveal critical insights, such as:
1. Brand Image. What thought comes to mind when a partners thinks of your firm?
2. Partnership. Do partners view your partnership as collaborative? Burdensome?
3. Accessibility. Do partners feel they are able to get the right people in meetings?
4. Networking Assistance. How do partners feel about your ability to help them network?
5. Support. How do partners feel about your support of their business?
Download a Brochure to Learn More
Reporting
There are two main types of reports.
1. Aggregate Report
Shows average aggregate responses for all questions.
- Benchmark year-to-year trends & progress
2. Individual Response Report
Shows how each partner answered every question.
- Take specific action on a partner-by-partner basis