Advisor Personal Information Update Form

Team Information Form

Branding Information Intake Form

Advisor Information

First Name

Last Name

Job Title

Personal Email

Middle Name

Mobile Phone Number

Office Information

Address

City

Postal Code

Province

Office Fax Number

Office Phone Number

Digital & Headshot

Do you have any social media channels (LinkedIn, etc.)?

Upload Your Headshot Upload your headshot (JPG, PNG; max 5 MB).

Professional Background

How many years have you worked in the financial services industry?

What are your key areas of expertise?

Do you have any acronyms/designations you would like displayed?

Are there any key achievements in your career or personal life that you would like to highlight?

Personal Profile

What hobbies or activities do you enjoy outside of work?

Do you have a short personal philosophy or statement you would like to share with clients?

What is your name and your role at Optimize?

What inspired you to enter the financial industry?

What sets you apart from others in the industry?

Client Engagement Approach

Please explain your approach to creating a personalized financial plan for your clients and how you help them achieve their goals.

How do the personal values and philosophies you bring to work make a difference in your clients’ lives?

Please share a success story of how you’ve helped a client achieve their financial goals.

What approach do you take to educate and keep your clients informed about financial concepts and strategies?

Products & Technology Impact

How has Optimize’s investment program added value to your clients?

How has the technology at Optimize helped you elevate your client experience?

How has Optimize’s technology put more time back into your day?

How have Optimize’s Multi-Family Office services (tax, will & estate planning, financial planning, etc.) added value to your clients?

Brand & Culture Insights

What three things attracted you to Optimize?

Describe your experience with the Transition Program at Optimize.

What is one thing that stands out about the culture at Optimize?

What impact do you hope to make in your community?

What final message would you like to share with viewers about your services?

Reflection & Advice

What has been the most rewarding part of helping clients achieve their financial goals over the years?

Looking back, what has been the biggest challenge in your career, and how did you overcome it?

What advice would you give to someone starting out in the financial advisory field today?

Advisor Biography

Please provide a bio about yourself to be included on your webpage.

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