Advice questions that show what keeps people from asking for help
Ask customers where they turn for money questions, what they want advice on and how the advice landed. Each question below comes with when to ask it and what the answer tells you.
What financial advice survey questions tell you
Financial advice survey questions ask customers where they turn first with a money question, what they would ask an advisor today, what put them off before and how well the advice they got fit their situation. For a bank, an advice firm or a financial planner, the answers show who needs advice, how they want to get it and what they would pay for it.
Use two moments: a short research survey on your website or by email to learn who wants advice, and a survey a day or two after an advice session to learn how it went. Pick four to six questions for each, and keep the session questions for clients who actually met an advisor.
Each written answer gets a category, a theme, a type and a sentiment, and each response an urgency, so a client who left a session confused reaches the advisor quickly. Give each response an owner in the inbox, and send people who want advice to HubSpot.
- Questions
- 14
- Best asked
- A day or two after an advice session
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 getting financial advice questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
Where people get advice today
Ask whether customers have paid for advice, where they turn first, how much they trust it and what put them off, the starting point for any advice service.
- 01Yes / No
Have you ever paid for financial advice?
A first yes or no that splits people who have paid for advice from those who haven't. Select each answer in Results to compare their trust and what they want to know.
- 02Multiple choice
Where do you turn first for money questions?
Where the customer turns first, from their bank to social media. The donut shows the share who start with a professional and the share who start online.
- 03Big scale
How much do you trust the advice you get?
Trust in the advice the customer gets, on a 1 to 10 scale. Select the low columns in Results to see where those customers turn first.
- 11Text
What put you off getting advice before?
What put the customer off getting advice before. The themes, such as cost, trust or not knowing where to start, show what your invitation should answer.
What people want advice on
Learn the topics, the questions and how far ahead people plan, so your advisors and content start where customers are.
- 04Multiple choice
Which topics do you want advice on?
Topics the customer wants advice on, from buying a home to protecting their family. The bars show which services to offer and promote first.
- 05Text
What question would you ask an advisor today?
The question the customer would ask an advisor today. Answers arrive with a theme, which gives your advisors and content a list of real questions.
- 14Ruler
How many years ahead do you plan your finances?
How many years ahead the customer plans, on a ruler up to 30. Results shows the median and the middle half, which tells you whether people think in months or decades.
- 13Mood dial
How in control of your money do you feel?
How in control of their money the customer feels, on a mood dial. Results shows the faces with each share; ask it before and after advice to compare.
Getting time with an advisor
Check how easy booking is, how people want to meet and what they would pay, before you set up sessions or prices.
- 06Customer effort
How easy was it to get time with an advisor?
How easy it was to book time with an advisor. Results shows the average and the share who found it easy; low scores point at your booking page, phone line or waiting times.
- 09Dropdown
How would you rather meet an advisor?
How the customer would rather meet, from a branch to their own home. The shares in Results show which kinds of meeting to staff first.
- 08Slider
What would you pay for a one hour session with an advisor?
What the customer would pay for an hour with an advisor, from 0 to 500. Results shows the median and the middle half, a starting point for pricing a first session.
How the advice landed
Ask after a session whether the advice fit, how each part of it rated and whether anything changed as a result.
- 12Stars
How well did the advice fit your situation?
Stars for how well the advice fit the client's situation. Results shows the average and the share who rated 4 or higher; ask it a day or two after the session.
- 10Matrix
Rate the advice you received on each
Listening, plain language, the options offered and fees explained, in one grid. The heat map shows which part of the advice clients rate lowest, with an average for each row.
- 07Yes / No
Did the advice lead you to change anything?
Whether the advice led to any change. Select No in Results to see whether those clients also rated the fit or the plain language low.
Tips for asking about getting financial advice
Small choices that get honest, useful answers.
- 01
Ask after every session
Send a short survey a day or two after each advice session, while the client remembers what was said and what they decided.
- 02
Learn from people who never asked
Run a separate research survey for customers who have never had advice. Their answers on what put them off tell you how to reach the next clients.
- 03
Follow up when advice didn't land
Give low fit ratings and No answers on change an owner in the inbox, and offer a short follow-up call.
- 04
Price from what people say
Use the median from the question on an hourly price as a starting point when you set the price of a first session, then ask again after a few months.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about getting financial advice
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
A day or two after an advice session for clients, and at any time for research on who wants advice. Usertick sends to a contact list now or on a date you schedule up to 30 days ahead.
Yes. Show the survey on your website as a popup or a side button, or share its link, and add a contact question for people who want a call.
Four to six. For research, start with where they turn first and what they want advice on; after a session, start with how well the advice fit.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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