Complete a short form with your basic information, and include a name & email address of the financial advisor you had in mind.
The advisor you are evaluating is notified you are interested and is invited to complete a comprehensive online questionnaire.
The completed questionnaire is sent back to you with an analysis of the advisor’s answers. Then, you can decide if the advisor is the right fit!
FAQs – Clients Looking for an Advisor
The questionnaire can be used as part, not all, of the process of evaluating a financial advisor. You should still do a background check and call references, but the questionnaire asks detailed questions about the advisor — his background, experience, firm, and compensation – that will provide you with information you need to make a good decision.
We’ve created the most thorough financial advisor questionnaire we are aware of, but what really makes us different and critical to evaluating an advisor is that we analyze the advisor’s answers. You can ask all the right questions but if you can’t make sense of the answers then it won’t help you very much.
Absolutely. Even though you may have been working with your advisor for some time, the questionnaire lets you discover things you may not be aware of. The more informed you are the better.
FAQs – Advisors
That’s fine. As much as this service is designed to help prospects find the right fit with an advisor, we want the advisor to find the right clients as well. You can ignore the request or you can message the prospect letting them know you are not a good fit for their needs.
You can simply choose to ignore the request or you can message the prospect letting them know you are not going to complete the questionnaire.
No. We don’t charge the clients looking for an advisor or the advisors. The service is completely free for everyone.
If you received an email it means a prospect has found you and would like to learn more about you and your services. In order to get to know you better, they would like you to complete a questionnaire we’ve created. Once you complete this questionnaire, it will be evaluated and made available to the prospect.
Based on how you answer certain questions, our rule-based software will provide an explanation of the answer and/or issues for the prospect to consider. For example, if you answer that you’ve been convicted of a felony, our analysis will identify this as a red flag and strongly encourage the prospect to consider finding another advisor to evaluate.