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Your voice = our blueprint for the future

Client Survey

At 360 Financial Group, your voice matters. We’re planning future client appreciation events, educational workshops, and resources—and we want to be sure they’re meaningful for you and your family.

Survey Deadline: October 13th

As a thank you, everyone who completes the survey will be entered into a drawing for one of five $75 gift cards, with winners announced LIVE on Facebook the morning of Tuesday, October 14th!

For your convenience, here’s the link to our page: https://www.facebook.com/360FinancialGrp

Complete The Survey

We want to hear from YOU!

Take our short Client Survey (5-7 minutes) and let us know what matters most to you. Your feedback will help us:

  • Plan meaningful seminars, educational workshops, and client appreciation/Bring a Friend events.
  • Understand what financial topics matter most to you.
  • Improve how we communicate and serve you.
  • Learn more about your journey into and through retirement.

Your voice matters to us, and we can’t wait to hear from you.

Thank you for helping us build wealth on a solid foundation—together.

Fill Out The Survey

On behalf of Pete, Zac and the rest of the 360 Team, thank you for your time, your trust, and for being part of the 360 Financial Group Family.

The Survey Is Now Closed. Thank you!

Name

Section 1: Events & Seminars

What types of events would you attend? (Check all that apply)
Preferred time for events? (Choose top 2)
If you found an event valuable, how likely would you be to invite a family member or friend?
What would make it easier or more appealing for you to bring a guest? (Check all that apply)
Do you and your spouse/partner usually attend events together?

Section 2: Financial Snapshot

Do you currently hold accounts outside of 360 Financial Group?
Do you currently work with another advisor?
How confident do you feel about your current financial plan?
What financial goals are most important to you right now? (Select up to 2)
Do you currently work with any of the following outside professionals? (Check all that apply)

Section 3: Client Experience

On a scale of 1–5 (1 = Poor, 5 = Excellent), how would you rate your experience with us in the following areas:

Communication:
Knowledge:
Friendliness & warmth:
Responsiveness to your needs:
Onboarding process:
Overall satisfaction:
How likely are you to recommend us to a friend or family member?
When you think about your relationship with a financial firm, what factors are most important to you? (Select up to 3)

Section 4: Personal & Demographics

Are you still working or retired?
What hobbies, interests, or recreational activities do you enjoy most? (Check all that apply)
Are you or your spouse a Veteran?
Which social media platforms do you use? (Check all that apply)
What’s the best way to receive event invitations and updates from us?
How often would you like to hear from us?

Section 5: Future-Focused Feedback

As 360 Financial Group prepares for the future, what qualities are most important to you in your advisor/financial advisory firm?
As we look ahead, what gives you the most confidence in choosing 360 Financial Group as your partner?

Building Your Future On A Solid Foundation

9424 Newburgh Road, Livonia MI 48150

3133 Van Horn, Trenton, MI 48183

10315 Grand River, Suite 306, Brighton, MI 48116

By contacting Pete Dotson MI License #0278432, Kellie Williams MI License #20882666, Zac Williams MI License #18447934, 360 Financial Group MI License #800781395 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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