KENNEDY FINANCIAL SERVICES
ANNUAL SURVEY

Our number one goal in 2007 is to provide unparalleled service to our clients. All of us at Kennedy
Financial Services know your time is extremely valuable, and we greatly appreciate you helping us
achieve this goal by providing feedback to the following questionnaire:

Name and Name of Spouse if applicable: *
How long have you been a client of Kennedy Financial Services *
Check here if you have an email address:
E-mail Address: *
How often do you check your email?
What are your hobbies?
Please share a personal accomplishment(s) over the past year:
What are your goals?
How do you envision your future?
On a scale of 1 to 10 (1 being low and 10 being high) please rate the following?
 
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1. Are your phone calls answered promptly and courteously by our receptionist?
How important is this to you?
2. Are your phone calls promptly returned from our team?
How important is this to you?
3. Are your questions answered to your satisfaction, the first time?
How important is this to you?
4. How would you rate the overall level of service received from your KFS team?
How important is this to you?
5. Our goal is to provide you with the best customer service experience you have ever had. Are we currently providing that?
If you gave a low rating, what do we need to do to earn a higher rating?
6. If there is anyone on the KFS team who you would like to recognize for demonstrating superior service in the last year, please indicate below:  
Name:
Service Performed:
On a scale of 1 to 10 (1 being low and 10 being high) please rate the following?  
 
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7. How satisfied are you with the management of your portfolio and overall advice?
If you are not completely satisfied, what can we do to improve this?
8. What additional services would you like us to add to KFS (e.g. Tax Services)?
9. What do you think differentiates Kennedy Financial Services from other wealth planning firms with which you have worked?
10. What do you like best about your relationship with Jim Kennedy, Aaron Kennedy, and Kennedy Financial Services?
11. What would you change or improve to make our relationship more enjoyable?
On a scale of 1 to 5 (1 being low and 5 being high) please rate the following?
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12. How would you rate the quarterly Profit Zone Magazine?
Do you have any comments or suggestions?
13. How would you rate our Weekly Commentary?
Do you have any comments or suggestions?
14. How would you rate our educational dinners?
Do you have any comments or suggestions?
15. How would you rate our annual Dove Hunt?
Do you have any comments or suggestions?
16. How would you rate our annual Client Appreciation Christmas Party
Do you have any comments or suggestions?
17. Do you have any ideas for future educational needs or events?
18. The primary source of growth and continuity for KFS is finding additional clients just like you. We would prefer to concentrate our efforts on providing you with the best service available - and we need your help. Who do you know that would benefit from receiving information about our firm?
I know people I would like to refer.
Name:
Comments:
Name:
Comments:
Would you be interested in meeting with Jim and our colleagues in a private setting? One that would allow your friends to become acquainted with Jim and our organization in an informal atmosphere?
Yes, I would like to find out more about this.
* Required 
 

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Please feel free to contact us if we can be of service in any way.

Kennedy Financial Services: 800.588.6381 or maggie@kennedy-financial.com

Kennedy Financial Services
P.O. Box 904
Eastland, TX 76448

Fax: 254.629.3865

 

Jim Kennedy and Aaron Kennedy are Registered Representatives with VSR Financial Services, Inc.
Securities and Advisory Services offered through VSR Financial Services, Inc.
a Registered Investment Adviser and Member FINRA/SIPC. Kennedy Financial Services is independent of VSR.

Jim Kennedy is also an Investment Advisory Representative with VSR Advisor Services, an SEC Registered Investment Adviser. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Jim Kennedy is currently registered to sell securities products in AR, CA, CO, FL, GA, MA, NC, NM, OK, OR, TX and WY.
Jim and Aaron are also licensed to offer insurance products in TX, OK and OR. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim and Aaron are properly registered/licensed.