CALIBER CLIENT SURVEY The 2026 Caliber Client Survey is now closed. Thank you for your time and feedback! On a scale of 1-10, 10 being the best score.... How would you rate your Caliber Financial Planning experience? (0-10) 0 1 2 3 4 5 6 7 8 9 10 How would you rate your overall service experience with Caliber? (0-10) 0 1 2 3 4 5 6 7 8 9 10 How would you rate Caliber's level of communication? (Select one) Not Enough Just Right Too Much How would you rate Caliber's level of responsiveness regarding timely responses from team members? Responses Are Timely Responses Are Not Timely Enough I Do Not Make This Type of Request How likely are you to recommend Caliber to a friend or colleague? (0-10) 0 1 2 3 4 5 6 7 8 9 10 If you received a referral from your Caliber advisor in the last 12 months for a third-party service, how was your experience? 0 1 2 3 4 5 6 7 8 9 10 If you've attended 1 or more event(s) in the last 12 months, how would you rate you overall experince with Caliber events? 0 1 2 3 4 5 6 7 8 9 10 In what area would you most like to see Caliber improve upon? Service Financial Planning Communication Caliber Events Vendor Referrals All Categories Are Satisfactory Send
