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1

Are You A Licensed Fiduciary? (This system only works for advisors that are licensed fiduciaries - Series 65, Series 66, CFA, ChFC, etc)* This field is required.This system will NOT work for brokers or insurance-only / annuity-only producers. If you are with Northwestern Mutual, Edward Jones, Charles Schwab, Ameriprise, or the like, please do not apply as your application will be rejected.

YESNO (Don't Apply)

2

What are you currently doing that isn't working as well as it should? (Select All That Apply)* This field is required.

Chasing after recycled leads sold by vendors (SmartAsset, Planswell, etc)

Hoping the referral gods bless me with enough to meet my firm's growth targets.

Running energy-draining (and wallet-draining) seminars.

LinkedIn "networking"

Facebook ads... But it seems Mark Zuckerberg just takes my money every time.

Nothing right now :(

Other

3

What amount of monthly appointments would you be satisfied with? (Considering they all had $500k+ in investable assets)* This field is required.

1-5 Appts / Month

5-10 Appts / Month

10-15 Appts / Month

15-30 Appts / Month

30+ Appts / Month

4

Are you with LPL or is your compliance run through LPL?* This field is required.

YESNO

5

Do you have the resources to invest into client acquisition?* This field is required.

I'm willing and able to invest financial and time resources into solving this problem ASAP, if of course you provide a legitimate solution.

We don't have the resources, but I can get them if I need to. I'm willing to invest my time, and I'm able to find the necessary financial resources to solve this problem if you can provide a legitimate solution.

I can't afford to engage anyone for help at the moment, I'd just like to get more information so when I accumulate more cash or credit, I can work with you.

6

Enter your city* This field is required.

7

What's the name of your firm?* This field is required.Type "None" If You Don't Have One

8

What's your website URL?* This field is required.Type 'None' If You Don't Have One.

9

Get Page URL

10

What is your full name?* This field is required.

First Name

Last Name

11

What is your best email address? (This is the one we'll send your invite to)* This field is required.

example@example.com

12

What is your cell phone number? - not office (just so we have the right one on file)* This field is required.

Area Code

Phone Number

13

This System ONLY Works For Licensed Fiduciaries (Series 65, Series 66, CFA, ChFC, CIMA) - Please Confirm You Have at Least One of These Registrations* This field is required.

YESNO (Don't Apply)