What is your first name?
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To what email address should I reply back to you?
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Are you a man or a woman?
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How old are you (your closest birthday-ex. 59 yrs, 7 mos = 60)?
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Where do you live (town/city and state)? If you have a second home, where is that?
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What is your marital status?
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If you do not have a spouse or partner, answer NA. If you do, what is his or her first name, and how old is he or she?
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How do you consider your finances?
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Which most closely matches your employment status?
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If you are retired, answer NA. If you are still working, two answers, please: what is your annual income, and for how much longer do you think you will work?
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What do/did you do to make a living? What is or was your job?
If you do not have a spouse or partner, answer NA. If you do, using the terms and the information asked in the prior two questions, please give me that information about your spouse's or partner's employment status and income.
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Have you claimed Social Security yet?
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Has your spouse or partner claimed Social Security yet?
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APPROXIMATELY how much do you have in liquid investment accounts (one total number, the sum of your account amounts including brokerage, IRA, and others, without counting real estate equity or business equity)? If you and your spouse have "one big pot," please write the total number.
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At what company are your investments held now?
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Will you receive a large inheritance (one that will significantly improve your financial security)?
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How well do you understand your current investments and financial plan?
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How well do you WANT TO understand your current investments and financial plan?
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Which best describes your approach to watching your investments?
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Which best describes your investing emotions?
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Which do you think is smarter and more likely to lead to success?
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Which most appeals to you?
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Stolen IQ Test question: what color was George Washington's white horse?
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How "sold" are you on having a financial advisor? Pick the closest answer.
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Are you currently working with a financial advisor? If so, what company? If so, how does your advisor charge you?
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What type of financial advisor is your current one?
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Does your current advisor have a fiduciary obligation to you?
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How do you handle your income taxes?
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Which investment philosophy do you think is better?
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What are your thoughts on my fee structure?
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Would you be comfortable working "virtually," using the telephone, email, and or video to communicate?
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How likely is it that you will hire a financial advisor, or a new financial advisor, within the next 6 or so months? Pick the closest answer.
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What are you hoping I can do for you?
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How did you come across me? (Did you attend a workshop with me? Have a friend or family member who works with me? Get referred by someone online or on a podcast? Some other way?) Please let me know.
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Which choice below best represents your current thoughts about how likely you think it is that you will ask me to be your advisor?
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What question have I not asked that you wish I had in order to understand you well? And what is its answer?
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Tell me one thing (or more) that not everyone could say. Just one...but more are encouraged. (For example, two easy ones for me are: I was born and raised in New Jersey and I played baseball in college.)
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