Client Opinions
Client Opinions

Survey Marketplace

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
Wired-Book

Survey Marketplace provides access to professionally-designed, turn-key online surveys offering the following advantages:

  • Quick and easy to implement
  • Market tested and proven questions
  • 24/7 live feedback
  • Benchmark comparison data

Legal Notice Regarding Confidentiality
The information contained in the sample online surveys and reports below are the property of
Client Opinions, Inc. and are protected from reproduction.  Copying or distributing the content
of the sample online surveys or reports without prior consent from Client Opinions is illegal.
All data and comments are for illustrative purposes only.

General Turn-Key Surveys

    1.   Brand Image & Awareness Surveys    
           Demo   Standard Report   Special Report   |Purchase|    
    2.    Client Survey  
           Survey  Standard Report   Special Report   |Purchase|
    3.    Customer Survey
           Survey   Standard Report   Special Report  |Purchase|
    4.   Employee Survey
         Survey   Standard Report   |Purchase|

Industry Specific Turn-Key Surveys

Educational Institutions

     1.  Private Schools
          Survey  Standard Report   Special Report |Purchase|

Financial Services & Investment Firms

     2.   Financial Advisors          
           Survey  Standard Report   Special Report |Purchase|
     3.   Financial Planners           
           Survey  Standard Report  Special Report |Purchase|
     4.   Program for Bank Financial Consultants 
           Survey   Standard Report  Special Report |Purchase|
     5.   Family Offices           
           Survey  Standard Report   Special Report   |Purchase|   
     6.   Institutional Money Managers           
           Survey   Standard Report   Special Report  |Purchase|
     7.   Venture Capital Firms           
           Survey   Standard Report   Special Report   |Purchase|
     8.   Fund Service Providers
           Survey  Standard Report    Special Report  |Purchase|
     9.   Mutual Fund Companies         
           Survey   Standard Report   Trend Report     |Purchase|

Professional Membership Organizations

   10.   Associations         
           Survey   Standard Report  Special Report   |Purchase|

11.   Securities Analysts Societies
           Survey   Standard Report   Special Report  |Purchase|

Service Companies

    12.   Consulting Firms          
            Survey   Standard Report   Special Report  |Purchase|

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