Agency client qualifier
Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and others to helpful resources.
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Financial planning qualifier
Qualify prospective financial planning clients by financial situation, investable assets, planning needs, and advisor relationship status, then route qualified leads to a meeting and others to free resources.
Match the right clients to the right advisor
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What best describes your current financial focus?
- Building Wealth
- Preserving What I Have
- Planning for Retirement
- 02
How would you describe your investment experience?
- Just Getting Started
- Some Experience
- Experienced Investor
- 03
What is the approximate value of your investable assets?
- Under $100k
- $100k-$500k
- Over $500k
- 04
When are you planning to retire?
- 10+ Years From Now
- 5-10 Years From Now
- Within 5 Years
- 05
What kind of help are you looking for?
- A Comprehensive Financial Plan
- An Investment Portfolio Review
- General Financial Guidance
- 06
Do you currently work with a financial advisor?
- Yes, and I Am Happy
- Yes, but Looking to Switch
- No, I Need One
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