Question 1

What is the investor profile questionnaire template for?

Accepted Answer

Financial advisors start every relationship with an investor profile. This questionnaire covers goals, time horizon, risk tolerance and experience in plain language, and tells the advisor which clients are ready to meet.

Question 2

What does the investor profile questionnaire template ask?

Accepted Answer

8 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? What are you investing for? When will you need the money? If your investments fell 20% in a year, what would you do? How much investing experience do you have? Roughly how much are you looking to invest?

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.

Investor profile questionnaire template

Your investor profile