Clone of

1
What are you currently doing that isn't working as well as it should? Why are you looking for a better alternative? (Select All That Apply)* This field is required.Select All That Apply
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.
Literally nothing right now :(
Other
2
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)
3
How urgently do you need more leads, appointments, and clients coming in?* This field is required.
10/10 - I need this solved ASAP. If I don't figure this out soon, bad things will happen.
8/10 - I know it's important, but I'm already doing well, so I'm just going to take my time. If I like you, and I think you can create value, I'm game.
5/10 - We are winners, and we are already winning. I want to work with more winners. If I think you are a winner, I'm working with you.
1-5/10 - Really just curious... Not that urgent.
4
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
5
How soon can you get started if we present a valid solution to you?* This field is required.
Yesterday
Today
This month, for sure.
Next month
hmm, maybe in 2-3 months
6
Let's talk financial resources for a second... (this is to make the best use of your time on the call)* 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 bucks, 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.
7
Are you with LPL or is your compliance run through LPL?* This field is required.
YESNO
8
Enter your city* This field is required.
9
What's the name of your firm?* This field is required.Type "None" If You Don't Have One
10
What's your website URL?* This field is required.Type 'None' If You Don't Have One.
11
Get Page URL
12
What is your full name?* This field is required.
First Name
Last Name
13
What is your best email address? (This is the one we'll send your invite to)* This field is required.
example@example.com
14
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
15
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)
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