3‑minute Confidential Questionnaire
Step 1 of 5

Let's start with you.

Scan the QR code on your Future Proof badge and we'll fill this in. Tap any field to correct it.

Scan your badge

Hold the badge inside the frame. Takes about a second.

Please complete every field above (valid email, 10-digit mobile, 5-digit postal code).
Step 2 of 5

Tell us about your firm.

Tap to choose. One answer per question unless noted.

Primary custodian *

Choose your primary custodian.

Do you have decision‑making authority over platform, operations, growth and succession? *

Pick the option that fits best.

Firm type and/or affiliation *

Choose a firm type.

Number of advisors in your firm *

Set the number of advisors.

Who do you primarily serve? Based on average portfolio size

Choose your typical client.
Step 3 of 5

Slide to your numbers.

Approximate is fine. Tap the big number to type an exact figure.

Approximate firm‑wide AUM *

Set your firm's AUM.

Client assets you personally advise on *

Set your personal AUM.

Brokerage assets at the firm Annuities and commissionable products

Set brokerage assets (zero is fine).

Share of revenue that is advisory / fee‑based Not commission or brokerage

Set the percentage.
Step 4 of 5

How do you invest today?

Three quick questions.

Which matters more to your average client? *

Choose one.

Do you use cash tactically, as Warren Buffett did with up to 50% of his portfolio while doubling the S&P 500 over the last 60 years? *

Yes or no.

Does your platform deliver hedge‑fund‑like portfolios while generating 53% higher advisory revenue than Schwab's national benchmarks? Optional

Step 5 of 5

What's ahead for you?

Last step, then review and send.

Top priorities over the next 3 years Pick up to 3

Choose at least one priority.

Your #1 biggest current constraint *

Choose at least one constraint.

When are you realistically considering a change to your platform, OCIO or succession plan? *

Choose a timeframe.
Review

Does this look right?

Tap Edit on anything to change it, then send.

Thank you.

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