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What Quarter?

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SF Account ID Prefill

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SF User ID Prefill

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LFG Client Prefill

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LCM Client Prefill

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LCM Producer Prefill

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LTP Client Prefill

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LWP Client Prefill

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LWP = 1. Counsel Wealth Client

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LWP = 2. LionsGate Client

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LWP = 3. Midwest Wealth Client

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LWP = 4. Physicians Thrive Client

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LWP = 5. Work Optional Client

How are we doing? Please let us know!

This short survey is about the services Larson provides for you. We’ll ask you to rate how much you agree to each statement on a scale of 1-10, with 1 being the lowest and 10 the highest.

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Your Experience with:

Financial Planning at Larson

Your financial advisor provides you with investment advice and financial planning guidance. Reflecting on those services, please rate how much you agree with the following statements on a scale of 1-10.

I am treated as a valued client regarding my financial services.

My financial advisor is proactive regarding my financial services.

My financial advisor explains complicated investment concepts in an easy-to-understand manner.

I would recommend Larson Financial Group for investment advice and financial planning.

Your Experience with:

Alternative Investments at Larson

Thank you for participating in our survey. Larson Capital Management aims to enhance our back-office services based on your feedback. This survey focuses on your experience with service delivery, communication, and overall satisfaction.

Please note, we’re seeking feedback on services and client experience, not investment performance. Feel free to share investment-related feedback in the comment box. Your input will help us maintain service excellence. Please rate how much you agree with the following statements on a scale of 1-10.

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I am treated as a valued client regarding my alternative investments.

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My advisor is responsive to my questions regarding alternative investments.

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My advisor explains alternative investment strategies in an easy-to-understand way.

On a scale of 0-10, how likely are you to recommend Larson Capital Management's back-office support services for real estate investing to a family member, friend or colleague?

How satisfied are you with the communication and responsiveness of Larson Capital Management's team?

In your opinion, what areas could Larson Capital Management improve upon to better meet your needs as a client, both in terms of their back-office support services and their investments?

Your Experience with:

Tax Services at Larson

Larson Tax Partners provides full-service accounting services, including tax planning, preparation, and filing. Reflecting on those services, please rate how much you agree with the following statements on a scale of 1-10.

I am treated as a valued client regarding my tax services.

My tax professional is responsive to my questions.

My tax professional explains tax strategies in an easy-to-understand way.

I would recommend Larson Tax Partners for tax and accounting needs.

We recognize the challenges this tax season brought and appreciate your trust. Our goal is to improve and provide the best experience possible. What suggestions do you have to help us get there?

Your Experience with:

Alternative Investments at LCM

Thank you for participating in our survey. Larson Capital Management aims to enhance our back-office services based on your feedback. This survey focuses on your experience with service delivery, communication, and overall satisfaction.

Please note, we’re seeking feedback on services and client experience, not investment performance. Feel free to share investment-related feedback in the comment box. Your input will help us maintain service excellence. Please rate how much you agree with the following statements on a scale of 1-10.

On a scale of 0-10, how likely are you to recommend Larson Capital Management's back-office support services for real estate investing to a family member, friend or colleague?

How satisfied are you with the communication and responsiveness of Larson Capital Management's team?

How satisfied are you with the level of transparency and clarity in the investment processes provided by Larson Capital Management?

In your opinion, what areas could Larson Capital Management improve upon to better meet your needs as a client, both in terms of their back-office support services and their investments?