How to use or fill out CLIENT ASSESSMENT SURVEY with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering your name and the date at the top of the form. This personalizes your assessment.
- For each statement listed, rate your reaction on a scale from 1 to 10, where 1 indicates strong disagreement and 10 indicates strong agreement. Click on the appropriate number in the corresponding column.
- After rating all statements, sum up your scores for each row and enter the total in the 'COLUMN TOTALS' section.
- Finally, indicate your personal advisor by selecting one from the provided list at the bottom of the form.
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