Apply to Be a Client

While we respect anyone wanting to succeed in Financial Services, we only work with licensed Financial Advisors who are growing their business the right way. Elite Financial Advisors grow their income while also doing what's best for their clients.

Please note: Your information from this form will not be shared. 

Click below to get started, this form should only take you 4-7 minutes to complete. 


Question 1 of 14

First and Last Name

Question 2 of 14

What's the best email address AND phone number to contact you at?


Click "return" on your computer to return down a line if you want your email and phone number listed on two separate rows. 


Please note: If you don't hear from us within 2-3 business days, please check your Spam folder. Every once in a while, our emails will go there instead of directly to your Inbox. 

Question 3 of 14

What company do you work for? 

Question 4 of 14

What is your Broker Check URL link? See:


If you don't have a Broker Check link, please list what securities licenses you have. If you do not have any securities licenses, please indicate when you plan to pass certain securities exams/obtain professional designations in the near future. 

Question 5 of 14

What's your current AUM size? 

Question 6 of 14

How long have you been in financial services?


For example, how many total months and years? 

Question 7 of 14

Online (LinkedIn) prospecting is a long-term marketing method.


If you were accepted as a client, do you NEED to generate income within your first 3 months of being a client to afford continued work with us after month 3?

Question 8 of 14

On a scale of 1-10, 10 being the highest, how much is it a priority right NOW for you to get in front of more qualified prospects each week?

Question 9 of 14

How many hours per week do you personally have available to devote toward bringing in new business?

Question 10 of 14

Do you have an assistant working for you?


For example, someone that helps you with miscellaneous administrative tasks, marketing work, etc. 

(Select all that apply)




Question 11 of 14

If we were to work together, what would be your main objective over the next 12 months?


Example: How many clients per month, AUM growth per month, etc. 

Question 12 of 14

How much money are you willing to invest yearly into growing your business?

Question 13 of 14

Do you want us to subscribe you to our free prospecting & sales newsletter?


We send out at least one weekly email, as well as notify all subscribers of upcoming events such as webinars, etc. If not, no worries!







Question 14 of 14

Last question: Have you ever considered or had any interest in transitioning your AUM and book of business to a new firm with a different business structure & compensation model? 


If so, we may be able to point you in the right direction. No wrong answers here!

Confirm and Submit