Full Name *

Email *

Phone *

Current City *

Current State *

Current Country (if not U.S.)

Which position are you interested in? *

Paraplanner or Associate Advisor

Lead Advisor

Senior Advisor -> Partner

What best describes your current position today? *

Please link the website to your firm. *

If you're with a wirehouse, bank, or insurer, link to your practice's own page if you have one (not just the parent company site). If you don't have a separate site, put N/A.

Do you have an existing and transferrable book of business? *

Yes, and I have full transition flexibility (independent/RIA owner)

Yes, but I'd have restrictions (non-compete, employment agreement, etc.)

No, I don't have a portable book

Not applicable — I'm early career

Which licenses do you currently hold? *

Series 65

CFP

None currently

If you hold a different licencse, please specify below.

Which best describes what you're building toward? No wrong answers! *

I want to stay independent and run a lean, solo practice — I'm just looking for better lead flow and infrastructure

I want to grow steadily, but I'm not looking to build a team around me

I want to build something bigger than myself — a team, scalable infrastructure, and equity ownership in the firm I'm helping grow

What's the biggest challenge you're trying to solve right now? *

Lead gen

Hiring

Succession planning

Equity

How actively are you exploring a move right now? *

Just exploring, no firm timeline

Actively looking, would move in the next 3–6 months

Actively interviewing / in process elsewhere

Ready to move as soon as the right fit is confirmed

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