Question 1

What is the financial advisor discovery form template for?

Accepted Answer

Advisors need to know assets and goals to decide whether a prospect fits their practice. A discovery form gets those numbers privately, which many people prefer to saying them on a call.

Question 2

What does the financial advisor discovery form template ask?

Accepted Answer

6 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? What are your main goals? Investable assets Do you work with an advisor now?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 35 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Financial advisor discovery form template

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