Advisor Candidate
Book And White Paper Request Form

We make a genuine offer to provide a complimentary copy of the Values-Based Financial Planning book and/or Smart Money Experience White Paper for Advisor Candidates who are genuinely seeking to change their BD/Advisory Firm affiliation.

We hope that you appreciate that it would be inappropriate for us to make this offer to anyone who is not genuinely seeking a new firm or who does not qualify for membership in our community. We request that you provide the following information that will be kept confidential per the terms of our strict privacy statement (see below).

You Must be a United States resident to request the VBFP book.

Full Name:
Address:
City:
State:
Zip:
Country:
Email:
Phone:

You are requesting the:

Book White Paper Both Book and White Paper

Would you describe yourself as a successful financial professional?

Very Successful Successful Somewhat Successful

What would be an ideal relationship with a BD/Advisory Firm?

High payouts and out of my way Compliance and efficient business practices A Trusted Advisor Community

How many years have you been a licensed financial professional?

less than 5 5 to 10 10 to 15 15 to 25 more than 25

What would be your most desired outcome for your clients?

The highest possible rate of return on their investments. Make them so much money that they send me all their friends. Freeing them from financial concerns to pursue a higher quality of life.

What range of assets do you currently manage for your clients? (in millions)

less than 10 10 to 25 25 to 50 50 to 100 more than 100

What range of GDC do you currently produce from all sources?

less than $100,000 $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1 million more than $1 million

How seriously are you considering changing firms within the next six months?

Very Serious Serious Somewhat Serious