Below is a sample of an Optimal Trust Survey that provides real-time analysis of a Financial Advisor's Optimal Trust Quotient. In this model, this survey would be sent to all of the Advisors' clients.
Scroll down to the second section to see the results.
Below we are looking at the Optimal Trust Grid which is a real-time evaluation of the Levels of Trust from a Financial Advisor's clients. It is a real time analysis giving the Advisors detailed information on the status their clients' Trust in them personally, in the firm, and in the financial sector in general.
We then can see a summary of the results that provide a roadmap on to building and maintaining trust.
Disclaimer Privacy Policy Contact Us
Copyright 2021, All Rights Reserved