Step 1 of 5

Let's start with you.

Please provide your contact information below.

First name *

Last name *

Firm name *

Email *

Mobile *

City *

State *

Postal code *

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 *

If other, please describe

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

If other, please describe

Choose at least one priority.

Your #1 biggest current constraint *

If other, please describe

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.

Your questionnaire is in. Pick a time for your discovery meeting below.

Scheduler not loading? Open it in a new tab.