Apply to Be A Client

If you are licensed financial professional and ready to start growing your list of MOST QUALIFIED clients, apply to work with us now. Join the hundreds of elite financial professionals on the fast lane to success.

Because our team develops a tailored plan of action for each client, we can only accept two (2) new clients per week to ensure our onboarding experience is top-notch.

Apply now to start the process so that we may understand your situation as soon as possible.

Your information will NOT be shared, and only used for internal purposes to deliver the best possible solution for your business.

Click below to get started, this form should only take you 4-7 minutes to complete. 


Question 1 of 15

First and Last Name

Question 2 of 15

What's the best email address AND phone number to contact you at?


Click "return" on your computer to return down a line if you want your email and phone number listed on two separate rows. 


Please note: If you don't hear from us within 2-3 business days, please check your Spam folder. Every once in a while, our emails will go there instead of directly to your Inbox. 

Question 3 of 15

What company do you work for? 

Question 4 of 15

What is your Broker Check URL link? See:


If you don't have a Broker Check link, please list what securities licenses you have. If you do not have any securities licenses, please indicate when you plan to pass certain securities exams/obtain professional designations in the near future. 

Question 5 of 15

What's your current AUM size? 

If you are not securities licensed yet, please list how many clients you have for each product you sell. 

Question 6 of 15

How long have you been in financial services?


For example, how many total months and years? 

Question 7 of 15

What process do you follow to bring in clients CONSISTENTLY each week?


If you don't have a proven process to follow, please explain what you're missing that would help you have a better process.

Question 8 of 15

Online (LinkedIn) prospecting is a long-term marketing method.


If you were accepted as a client, when do you reasonably expect to start seeing a positive Return on Investment (ROI)? For example, some people expect to see a positive ROI after 3 months, whereas others expect a positive ROI closer to the 6-12 month range or longer. 

Question 9 of 15

On a scale of 1-10, 10 being the highest, how much is it a priority right NOW for you to get in front of more qualified prospects each week?

Question 10 of 15

How many hours per week do you personally have available to devote toward bringing in new business?

Question 11 of 15

Do you have an assistant working for you?


For example, someone that helps you with miscellaneous administrative tasks, marketing work, etc. 

(Select all that apply)




Question 12 of 15

If we were to work together, what would be your main objective over the next 12 months?


Example: How many clients per month, AUM growth per month, etc. 

Question 13 of 15

How much money are you willing to invest yearly into growing your business? 


Please provide a rough estimate to the best of your ability. These numbers aren't "set in stone", either - they are to help us gauge which of our services would be the best fit for you. 

Question 14 of 15

Do you want us to subscribe you to our free prospecting & sales newsletter?


We send out at least one weekly email, as well as notify all subscribers of upcoming events such as webinars, etc. If not, no worries!





Question 15 of 15

Last question: Have you ever considered or had any interest in transitioning your AUM and book of business to a new firm with a different business structure & compensation model? 


If so, we may be able to point you in the right direction. No wrong answers here!

Confirm and Submit