Hey, advice firm!

QUESTION 01

What's your firm name?

QUESTION 02

What's your name?

QUESTION 03

What's your work email?

QUESTION 04

What's the best contact number?

QUESTION 05

How many advisers are in your firm?

1 2-5 6-10 11+

QUESTION 06

On average, how many SOAs per month do you need?

QUESTION 07

What planning software do you use?

QUESTION 08

How is the majority of your paraplanning handled today?

None In-house Outsourced

QUESTION 09

What kind of paraplanning support are you looking for?

We work with firms looking for consistent, ongoing support, not overflow or one-off projects.

Consistent ongoing Overflow only One-off project

QUESTION 10

How big is your current SOA backlog?

QUESTION 11

Can you provide each paraplanner their own dedicated login? (shared logins are not workable)

We don't provide software access. Each paraplanner needs their own user account in your system. Shared logins aren't workable for security, audit, or off-boarding.

Yes No

QUESTION 12

Do you have a working SOA template in your software?

We don't provide advice document templates. Your firm's template is what we'll merge into.

Yes, ready to go Getting one set up No

QUESTION 13

After your template merges, how much Word editing is typically needed?

Minimal Some Significant

QUESTION 14

When are you looking to start?

ASAP Within a month Within 3 months Just exploring

QUESTION 15

Anything else we should know?