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 16

First and Last Name

Question 2 of 16

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 16

Which firm do you work with? 

Question 4 of 16

Are you securities licensed? 





Question 5 of 16

Which securities licenses & designations do you have?


If you do not have any, please indicate when you plan to pass certain securities exams/obtain professional designations in the near future. 

Question 6 of 16

What's your current AUM size? 

Question 7 of 16

How long have you been in financial services?


For example, how many total months and years? 

Question 8 of 16

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 9 of 16

Online prospecting is a long-term marketing method.


If you were accepted as a client, do you absolutely need to generate income from our services within the first two months of working together?

Question 10 of 16

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 month?

Question 11 of 16

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 16

Are you opposed to investing in your business?


For example, spending money to help you grow your business in the long term? Please explain.  


Please note: Prospecting online, if done the right way, does legitimately take time to get momentum built, so now is the best time to get started. 

Question 13 of 16

Do you want us to subscribe you to our free marketing 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 16

To help us get a better idea of where you're at in terms of business size, what is your average annual income?


Please note: We understand it can fluctuate from month to month, but try your best to average it out. 

Question 15 of 16

Do you feel like your current company gives you enough options to service your clients when it comes to insurance products?





Question 16 of 16

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