Advisory Capacity & Intent

1. We have room in our calendar for proactive, strategic work (outside deadlines). *

Not at all

Sometimes

Mostly

Absolutely

2. Our clients come to us BEFORE major financial decisions, not after. *

Not at all

Sometimes

Mostly

Absolutely

3. We want to grow advisory revenue without adding more staff or more hours. *

Not at all

Sometimes

Mostly

Absolutely

Systems & Leverage

4. We have tools or workflows that reduce reactive, last-minute fires. *

Not at all

Sometimes

Mostly

Absolutely

5. We can implement new strategic services without breaking our existing workload. *

Not at all

Sometimes

Mostly

Absolutely

Specialist Access & Execution

6. We have access to specialists in tax, wealth, business, risk, or legal planning. *

Not at all

Sometimes

Mostly

Absolutely

7. We’re confident offering advisory, even if we’re not the ones executing every strategy ourselves. *

Not at all

Sometimes

Mostly

Absolutely

Advisory Identity & Commitment

8. We see advisory as essential to our firm’s long-term future — not optional. *

Not at all

Sometimes

Mostly

Absolutely

9. We know our clients would benefit from deeper guidance, not just filings. *

Not at all

Sometimes

Mostly

Absolutely

10. We want to be the FIRST call our clients make before decisions — not the last call after the damage is done. *

Not at all

Sometimes

Mostly

Absolutely

11. If advisory were fully handled for you (team + execution), what would you MOST want support with?

First Name *

Last Name *

Company Name *

Phone *

Email *

Firm Size *

＜ $500,000
$500,000-$1,000,000
$1,000,000-$2,500,000
＞ $2,500,000
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Primary Client Types *

W2 Employees
High Net Worth
Business Owners
Mix
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