Data Collection Questionnaire
Firm name
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
How many full-time equivalent staff work at your firm?(including Principals/Partners)
How many Financial Advisers are there at your firm?(only include Financial Advisers managing at least $100,000p.a. in Ongoing Fees)
What is your firm's Total Annual Revenue (approx.)?
How much Recurring Revenue does your firm generate annually from Wealth Management/Financial Planning (approx.)? (excl. Insurance Trails etc.)
What is your firm's Total FUM (approx.)?
How many Clients does your firm actively provide Wealth Management/Financial Planning advice to on an ongoing basis?
Do you wish to join the Peloton Partners mailing list and receive updates, offers and invitations to our events?
Yes
No
Submit
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