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Financial health check questionnaire

financial health check questionnaire

Looking to evaluate your financial planners? You're in the right place! Our Financial Health Check Questionnaire is perfect for businesses in financial services, advisory firms, and recruitment agencies.

With this online form, you can assess your planners' professional proficiency, understand their client demographics, and evaluate their business performance.

Ready to get the insights you need? Let's dive in!

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Questions to include on your Financial health check questionnaire

1. Personal Information

This block is needed to gather basic information about the financial planner for identification purposes.

  • What is your full name?
  • What is your email address?
  • What is your contact number?

2. Professional Information

The following questions will help to ascertain the professional qualifications, experience, and current role of the financial planner.

  • What is your current job title?
  • How many years of experience do you have in financial planning?
  • What professional qualifications do you hold in financial planning? (None, CFP, ChFC, PFS, CFA, Others)
  • Please specify if others

3. Financial Planning Expertise

These questions are designed to understand the planner's area of expertise and their approach towards financial planning.

  • What areas of financial planning are you specialized in? (Retirement, Investment, Tax, Insurance, Estate, Education, Others)
  • Please specify if others
  • What is your approach to risk management in financial planning?

The question about risk management is crucial to understand the financial planner's perspective on risk and how they handle it in their planning process.

4. Client Information

These questions aim to understand the target demographic of the financial planner and their client retention strategy.

  • What is the average age group of your clients? (Below 30, 30-40, 40-50, Above 50)
  • What is the average annual income of your clients?
  • What is your strategy for client retention?

Understanding the financial planner's target demographic can help in aligning their expertise with the right clients, while their client retention strategy can give insights on how they build and maintain relationships with their clients.

5. Business Performance

This block of questions will help in assessing the financial health of the planner's business operations.

  • What is your average number of clients per year?
  • What is your annual revenue?
  • How much growth have you seen in your business in the last year? (Decreased, Remained the same, Increased slightly, Increased significantly)

The question about business growth is essential to gauge the financial planner's performance and success in their field.

Things to consider

  1. User-Friendly Interface - Design your form with a clear and intuitive layout. Break up the form into categorized sections as outlined above, so users can easily navigate through it. The goal is to minimize confusion and make the form-filling process as smooth as possible.
  2. Clear Instructions - Ensure all instructions and questions are easy to understand. Avoid industry jargon unless it is necessary. The clearer the question, the more accurate the response will be.
  3. Validation Rules - Implement validation rules for fields where specific input is required (like email or phone number fields). This will ensure you receive the correct type of data.
  4. Privacy Considerations - You are dealing with sensitive professional information. Make sure you clearly communicate how you will use and store the data, and ensure you comply with all relevant data protection laws.
  5. Provision for 'Other' Responses - In questions where you provide multiple predefined options, include an 'Other' option with a text field for users to input their own response. This ensures you capture all possible data.
  6. Responsive Design - Ensure the form is accessible and easy to complete on different devices such as smartphones, tablets, as well as desktops. A responsive design will ensure a wider reach.
  7. Feedback Option - Provide an option at the end of the form for users to provide feedback or ask questions. This can help you improve the form in the future.

How to create your Financial health check questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.