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Team Bios Questionnaire
1. Full Name
2. Designations
3. Title(s)
4. License(s)
5. How long have you been in the industry?
6. Where did you go to college?
7. Where did you grow up?
8. Are you married?
9. Do you have children? If yes, how many and how old are they?
10. Do you have any pets? If yes, what are their names and what type of pets?
11. What is your favorite hobby or activity?
12. Do you have any personal awards or achievements?
13. Do you volunteer or support any charities?
14. Do you have any affiliations?
15. Why did you become an advisor?
16. What is your favorite thing about working with your clients?
17. Why did you decide to make the move to independence?
18. What are you most excited about moving into independence?
19. Do you have an existing headshot?
Yes
No
19a. Upload your head shot here.
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20. What social media platforms are you currently using?
21. What is your go-to financial advice? Ex: tip, motto, or phrase.
22. What is the name assigned to your project?
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